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Omdia: Global Smartphone Average Selling Price to Reach $565 in 2026 as Vendors Prioritize Value Over VolumeJune 23, 2026 5:18 AM
Business Wire Omdia’s latest research shows that the global smartphone market is undergoing a structural shift as rising component costs and geopolitical uncertainty push leading manufacturers to move away from low-cost, high-volume strategies and prioritize premium, high-value portfolios. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260623523762/en/Global Smartphone Shipments Forecast (Unit, Value and ASP) According to Omdia’s global smartphone forecast, total global smartphone shipments are forecast to contract by 12.2% year-on-year (YoY) in 2026, dropping to 1,093 million units. This represents a decline of 152 million units compared with 2025. Despite this shipment contraction, total market value is projected to grow by 6.1% YoY over the same period. A historic surge in average selling prices This divergence between shipment volume and market value is being fueled by a sharp rise in retail pricing. The global smartphone average selling price (ASP) is forecast to increase from $467 in 2025 to $565 in 2026. This 21% jump – equivalent to $98 – marks an all-time high in both growth rate and dollar value for the industry. This pricing surge reflects severe margin pressures across the supply chain. Average DRAM and NAND flash memory prices rose by more than 80% quarter-on-quarter in 1Q26, with further increases already seen in 2Q26. While memory price hikes are expected to slow to single-digit growth rates in the second half of the year, component costs will remain structurally elevated, forcing vendors to pass some of these costs onto consumers. “The smartphone industry is currently going through a period of significant disruption, as vendors work to manage short-term component cost pressures as effectively as possible,” said Jusy Hong, Senior Research Manager at Omdia. “Some vendors are gaining early-mover advantages by increasing component inventories to minimize the impact of future price hikes. Once the DRAM and NAND pricing starts to stabilize and plateau at a new level, the market is expected to enter a phase of stabilization, where the focus will shift back to other strategic priorities. This transition is expected towards the second half of 2027.” “Many industry players will be waiting for the readjustment phase, when component prices start to move downwards. At this stage, vendors with leaner structures will be better positioned to benefit from price declines, and excess inventory could become a major hurdle. The transition to a readjustment phase is currently anticipated in early 2028, driven by expected increases in supply capacity. Short-term ease could arrive earlier, depending on how AI datacenter demand develops,” added Hong. Strategic Pivot and Regional Impact To protect margin, global vendors are actively scaling back their low-end product lines and increasing production shares for mid-to-high-end smartphones in their portfolios. This strategic pivot will impact regions differently: Emerging Markets: Demand is expected to fall heavily in Africa, the Middle East, and Latin America. These regions rely heavily on low-end devices and are highly sensitive to price increases. Developed Markets: Premium-heavy developed markets are expected to be more resilient, with milder shipment declines. Vendor Portfolios: Almost every major smartphone brand— apart from Apple—has raised retail prices for new-generation products to offset higher manufacturing costs. “Vendors are also increasingly relying on wider business models and portfolios to strengthen operational resilience. Vendors and regions with a high dependence on budget smartphones as their primary customer engagement will be particularly exposed. The strongest position will be held by vendors that can capture additional high-value and high-margin streams from each user. This will typically include cross-selling other ecosystem devices, upselling services and subscriptions that increase the lifetime user value, and expanding opportunities to monetize the installed base,” said Runar Bjorhovde, Omdia Principal Analyst for smartphones. Long-Term Outlook and Delayed Recovery Omdia forecasts that the global smartphone market contraction will extend into 2027, although the shipment decline is forecast to slow significantly to 0.9%. Even as memory prices are projected to begin correcting in 2027, the baseline cost of manufacturing sub-$100 smartphones is expected to remain too high to support significant decreases in end-user pricing. Meaningful volume recovery for the industry is therefore expected to begin in 2028. Looking ahead, top global smartphone vendors are expected to remain highly conservative about expanding entry-level lineups. The ultra-low-end smartphone segment is projected to shift away from major global brands and towards smaller, local and regional manufacturers. ABOUT OMDIA Omdia, part of TechTarget, Inc. d/b/a Informa TechTarget (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets, grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward. View source version on businesswire.com: https://www.businesswire.com/news/home/20260623523762/en/ Fasiha Khan: fasiha.khan@omdia.com
Eric Thoo: eric.thoo@omdia.com Original: Omdia: Global Smartphone Average Selling Price to Reach $565 in 2026 as Vendors Prioritize Value Over Volume

BrightTALK® by Informa TechTarget Recognized as a Leader in the Global Event Experience Platform (EExP) MarketJune 18, 2026 1:59 PM
Business Wire QKS Group has positioned BrightTALK® by Informa TechTarget as a Leader in the SPARK Matrix™ for Event Experience Platforms (EExP), 2025. The BrightTALK platform received high scores for its Customer Impact and Technology Excellence, with QKS report authors noting its “unique approach to event marketing, one that resembles an on-demand video streaming service” for continued B2B audience engagement, post-event. BrightTALK differentiates itself by combining a sophisticated event technology platform with an active community of B2B professionals researching and evaluating solutions. Informa TechTarget (Nasdaq: TTGT), an indispensable partner for B2B intelligence, media, and marketing solutions, today announced that its BrightTALK® platform has been recognized as a Leader in the most recent SPARK Matrix™ for Event Experience Platforms (EExP) by QKS Group. The recognition positions BrightTALK among the top leading vendors globally, acknowledging its excellence in both technology innovation and customer impact. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260618684383/en/QKS Group has positioned BrightTALK by Informa TechTarget as a Leader in the SPARK Matrix™ for Event Experience Platforms (EExP), 2025. Vaishnavi, Senior Analyst at QKS Group, noted: "BrightTALK differentiates itself as an engagement-led platform that extends attendee engagement well beyond live events. Its channel-based publishing model and consumer-grade audience experience position it as a strategic tool for sustained B2B demand generation." BrightTALK operates as both a sophisticated webinar and virtual event platform and an active B2B community network. Of the 15 providers included in the SPARK Matrix™ for Event Experience Platforms (EExP), only BrightTALK combines complete virtual event hosting capabilities with a built-in audience of millions of professionals researching and evaluating solutions daily. With its always-on content and customer-branded channels, BrightTALK functions like a B2B video streaming service—continuously engaging buying group members and generating marketing-qualified leads long after virtual events and webinars first occur. This dual capability enables marketers to not only execute exceptional virtual experiences but also engage active buyers, capture and qualify leads with permissioned data, and build sustained engagement through content communities. BrightTALK's community-first approach transforms single event moments into continuous pipeline development opportunities, helping B2B organizations to turn one-time content into long-term audience relationships and revenue pipeline. “This recognition as an Event Experience Platform Leader in the Spark Matrix validates our perspective on events at Informa TechTarget—that they are a key part of a continuous B2B audience engagement ecosystem, rather than one-time activations," said David Edwards, Vice President, Product, at Informa TechTarget. "BrightTALK is a truly differentiated offering in this market and we're grateful to QKS Group for recognizing the unique value we bring to our customers and the breakthrough outcomes we help them achieve.” Additional BrightTALK features cited in the Spark Matrix EExP report included: Personalized attendee journeys with one-click registration, AI-enabled closed captions in many different languages, and interactive features including polls, Q&A, and chat. Comprehensive engagement analytics that track viewing duration, repeat views, drop-off points, and poll responses to inform marketing strategy. Streamlined workflow and collaboration tools that enable marketing teams, presenters, and sponsors to execute coordinated, multi-session campaigns efficiently. Direct hosting capabilities on customer websites via BrightTALK Embed that maintain brand control, first-party data ownership, and seamless user experiences. BrightTALK by Informa TechTarget has also been recognized as a Leader in multiple G2 Grid Reports for Virtual Event Platforms, and awarded with an SIIA CODiE Award for Best Event Technology Solution. For more information about Informa TechTarget—including its market intelligence and GTM advisory services; expansive network of B2B tech and industry media; comprehensive suite of brand, demand and content solutions, including BrightTALK; and unique proprietary buyer intent data—visit informatechtarget.com. About Informa TechTarget
Informa TechTarget informs, influences and connects the world's technology buyers and sellers, and aims to be an indispensable partner in driving clients’ go-to-market success. With a vast reach of over 220 highly targeted technology-specific digital properties and approximately 58 million permissioned first-party audience members, Informa TechTarget has a unique understanding of and insight into the technology market. As a leading provider of market intelligence, industry journalism, brand and demand marketing solutions, content strategy and creation, and exclusive buyer intent data, we deliver expert-led, data-driven, and digitally enabled services that create significant impact and measurable outcomes for our clients. All of this is underpinned by a unique audience data ecosystem and fueled by buyer insights and expertise. Informa TechTarget is headquartered in Boston, MA and has offices in 19 global locations. For more information, visit informatechtarget.com and follow us on LinkedIn. © 2026 TechTarget, Inc. d/b/a Informa TechTarget. All rights reserved. All trademarks are the property of their respective owners. View source version on businesswire.com: https://www.businesswire.com/news/home/20260618684383/en/ Media Contact:
Theresa Tepper
Public Relations
Informa TechTarget
Theresa.Tepper@informatechtarget.com Original: BrightTALK® by Informa TechTarget Recognized as a Leader in the Global Event Experience Platform (EExP) Market

Omdia: South Korean Productions are Netflix’s Most-Watched Content Outside the USJune 18, 2026 1:41 AM
Business Wire South Korean content generated 12.1 billion hours of viewing on Netflix worldwide between April 2025 and March 2026, making it the most-watched content origin outside of the United States, according to new analysis from Omdia and Digital i revealed at the International Streaming Summit (OTT·FAST) 2026 in Busan this week. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260617947703/en/Top countries of origin Netflix - all countries, April 2025 - March 2026 The analysis found that South Korean content generated 44% more viewing than Japanese content and nearly twice as much viewing as content from the United Kingdom, highlighting the country’s growing influence on global streaming audiences. Global hits like Squid Game, Daehongsu (The Great Flood) and Pokssak Sog-atsuda (When Life Gives You Tangerines) contributed to South Korean content outperforming other major content-exporting markets including Japan, the United Kingdom and Spain. “South Korea has established itself as the leading source of globally successful content outside the United States,” said Maria Rua Aguete, Head of Media & Entertainment at Omdia. “Generating 12.1 billion hours of Netflix viewing in a single year demonstrates the scale of international demand for Korean productions and highlights the growing importance within the global content industry.” Korea’s success reflects a broader shift in the global entertainment industry, where audiences increasingly embrace stories regardless of language or geography. “The streaming era has changed the rules of global entertainment. Great stories can now travel instantly across borders, and South Korea has been one of the most successful examples of how strong storytelling, production quality and distribution can combine to build global audiences,” said Rua Aguete. She also emphasized the strategic importance of Korea’s content ecosystem, which combines world-class creators, strong intellectual property, innovative production techniques and growing international distribution capabilities. “What began with a small number of breakout global hits such as Squid Game has evolved into a sustainable content ecosystem capable of delivering international success across multiple genres,” said Rua Aguete. “That consistency is helping Korea strengthen its position in the global streaming market.” Key Findings * South Korean content generated 12.1 billion hours of Netflix viewing globally from April 2025 to March 2026. * South Korean content ranked second only to the United States among content origins on Netflix. * Korean content generated 44% more viewing than Japanese content. * Korean content generated almost twice as much viewing as UK content. * South Korea is the world’s leading content source outside the US on Netflix. Note: Digital i estimates Netflix viewing in 17 countries: US, Canada; Argentina, Brazil, Colombia, Mexico; Australia, Japan, South Korea; Denmark, Norway, Sweden, France, Germany, Italy, Spain, UK, Netherlands, Poland ABOUT OMDIA Omdia, part of Informa TechTarget, Inc. (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward. View source version on businesswire.com: https://www.businesswire.com/news/home/20260617947703/en/ Fasiha Khan – Fasiha.khan@omdia.com
Eric Thoo – Eric.Thoo@omdia.com Original: Omdia: South Korean Productions are Netflix’s Most-Watched Content Outside the US

Omdia: XR Headwear Market Set for Growth From 2027, as Industry Attention Shifts From Headsets to GlassesJune 16, 2026 9:48 AM
Business Wire Global shipments of XR headwear will decline by 12% to 6.2 million units in 2026, according to the latest forecast from Omdia. However, the market is expected to return to growth in 2027, reaching 6.5 million units, an increase of 4.8%. This recovery will be driven by the rapid expansion of XR glasses, offsetting declines in headset shipments, as both consumers and manufacturers increasingly favor lighter form factors over bulkier devices. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260616011033/en/XR headwear – example devices by category The tethered XR glasses segment, led by Chinese vendors like RayNeo and Xreal, is projected to reach 900,000 units in 2026 – a 19% increase – and maintain double-digit growth to reach 3.8 million units by 2030. Meanwhile, standalone XR glasses remain a relatively small segment, largely confined to enterprise and developer use, with shipments forecast to reach just 93,000 units in 2026. However, the category is expected to grow rapidly over the next five years as hardware matures and spatial computing capabilities improve. XR headwear is part of the wider intelligent headwear market as defined by Omdia, which also includes AI glasses. “Following three years of rapid growth, AI glasses have begun normalizing face-worn computing for daily use,” said George Jijiashvili, Senior Principal Analyst at Omdia. “This growing consumer familiarity is directly fueling the XR glasses segment, laying groundwork for an industry-wide evolution toward slimmer glasses form factors.” The standalone XR headset category, which includes the Meta Quest 3 and Apple Vision Pro, is projected to decline 15% in 2026 to 4.7 million shipments, with contractions continuing into 2027, marking a fifth consecutive year of decline for the category since its pandemic-induced peak in 2021/22. A return to growth is predicted in 2028, with shipments forecast to rise to 5 million units. This recovery relies on Apple introducing a more accessible Vision Pro around 2028, acting as the catalyst for players like Samsung and Vivo to make a more competitive push. Without these developments, growth prospects for the segment remain uncertain. Meanwhile, tethered headsets continue their steep decline, dropping 34% in 2026 to 500,000 units as standalone alternatives displace them. “Despite maturing technology, bulky XR headsets struggle to demonstrate everyday utility for mainstream consumers,” noted Qiran Ju, Senior Analyst at Omdia. “Meta has prioritized AI glasses, while Google signaled a similar direction through emphasis on XR glasses at I/O 2026. Lighter form factors are better positioned to gain widespread consumer acceptance and steer the future of XR development.” Notes to editors Omdia classifies XR headwear into four categories: XR Headsets Tethered XR Headsets Fully immersive, bulkier headsets that must be physically wired to an external PC or console. They sacrifice mobility to deliver the highest possible graphics quality and processing power. Standalone XR Headsets All-in-one, fully immersive headsets containing all processing, tracking, and displays within the device itself, allowing complete freedom of movement without wires. XR Glasses Tethered XR Glasses Lightweight, eyewear-style devices that plug directly into a smartphone, PC, or console. They function primarily as a discreet, wearable personal screen for media consumption, with some models offering basic AR features. Standalone XR Glasses Eyewear that enables untethered spatial computing without relying on a smartphone or PC. These devices either integrate all processing directly into the frames or to maintain a slim profile, offload it to a dedicated, pocket-sized compute unit. ABOUT OMDIA Omdia, part of TechTarget, Inc. d/b/a Informa TechTarget (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward. View source version on businesswire.com: https://www.businesswire.com/news/home/20260616011033/en/ Fasiha Khan: fasiha.khan@omdia.com Eric Thoo: Eric.Thoo@omdia.com Original: Omdia: XR Headwear Market Set for Growth From 2027, as Industry Attention Shifts From Headsets to Glasses

Omdia: Netflix to Reach 400 Million Subscribers by 2031, Maintaining Global Streaming Lead Despite Industry ConsolidationJune 11, 2026 7:32 AM
Business Wire Netflix is forecast to reach nearly 400 million subscribers worldwide by the end of 2031, reinforcing its position as the world’s leading subscription streaming platform despite growing consolidation across the industry. New forecasts from Omdia presented at NEM Dubrovnik 2026 indicate that scale, profitability and audience reach will increasingly shape the next phase of streaming competition. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260611055849/en/Top 10 pay TV and online video subscribers (million) 2025-2031 Omdia’s forecasts highlighted Netflix's continued expansion despite increasing merger and acquisition activity among competing companies. Omdia also forecasts that Netflix's monthly audience will exceed one billion viewers by 2027, underscoring the platform's global scale and reach. "The streaming market is entering a new phase in which scale and sustainability are becoming increasingly important," said Maria Rua Aguete, Head of Media & Entertainment, Omdia. "Consolidation is likely to strengthen a number of competitors, but Netflix continues to benefit from a level of global reach and subscriber scale that remains difficult to replicate." Omdia’s analysis indicates that strategic consolidation will play an important role in the next phase of streaming competition, as companies pursue greater scale and profitability. A potential combined HBO Max and Paramount+ service could attract approximately 175 million subscribers worldwide by 2031, positioning the merged entity among the world's five largest streaming platforms. The proposed combination would also benefit from significant audience overlap. Omdia consumer research shows that 40% of Paramount+ subscribers would also subscribe to HBO Max, while 26% of HBO Max subscribers currently take Paramount+ subscriptions, suggesting opportunities for cross-promotion, bundling and customer retention. While Netflix remains the leader in subscription streaming, YouTube continues to expand its influence across the broader video ecosystem. Omdia forecasts that YouTube will reach 2.7 billion monthly active users in 2026, maintaining a scale that exceeds any individual streaming service. "Competition is no longer limited to streamer versus streamer," said Rua Aguete. "Netflix remains the dominant subscription streaming platform, while YouTube is becoming an influential force in television as it continues to attract audiences, creators and premium content." Omdia expects the next growth phase in the steaming market to be shaped by continued consolidation, expansion of advertising-supported models, content bundling strategies, and intensifying competition for consumer attention across both subscription and ad-supported services. ABOUT OMDIA Omdia, part of TechTarget, Inc. d/b/a Informa TechTarget (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward. View source version on businesswire.com: https://www.businesswire.com/news/home/20260611055849/en/ Fasiha Khan: fasiha.khan@omdia.com
Eric Thoo: eric.thoo@omdia.com Original: Omdia: Netflix to Reach 400 Million Subscribers by 2031, Maintaining Global Streaming Lead Despite Industry Consolidation

Omdia Appoints Theresa Lanowitz as Principal Analyst for Vulnerability and Risk ManagementJune 11, 2026 4:00 AM
Business Wire Omdia has appointed Theresa Lanowitz as Principal Analyst covering vulnerability and risk management within its Cybersecurity go-to-market research practice, bringing decades of experience in software development, industry analysis, and cybersecurity leadership to the role. Lanowitz joins Omdia from LevelBlue, the AT&T cybersecurity spinoff, where she served as Chief Evangelist, leading strategic marketing, communications, public relations, content, and industry outreach. Prior to LevelBlue, she spent seven years at Gartner, leading research on application quality and security, and later founded and led the independent analyst firm Voke for nearly 14 years. At Omdia, Lanowitz will focus on how organizations identify, prioritize, and address security risks while adopting new technologies. Her research will examine the tools, practices, and market developments shaping vulnerability and risk management strategies. Commenting on the appointment, Clint Wheelock, Omdia’s VP of Go-to-Market Insights and Advisory said, "Theresa brings a rare combination of practitioner, analyst, and product experience to cybersecurity research. Vulnerability and risk management have become increasingly complex as organizations adopt new technologies at speed, while still needing to make clear decisions about what to fix first. Her perspectives will help clients make more informed decisions, grounded by buyer insights and intent data." Earlier in her career, Lanowitz launched the Java development platform JBuilder as a product manager at Borland and led strategic marketing for Jini at Sun Microsystems, an early distributed computing technology that anticipated many of today's connected-device environments. “Managing and understanding cyber risk is a cornerstone of cyber resilience,” added Lanowitz. “Aligning cybersecurity with business initiatives enables organizations to make informed decisions that drive innovation, improve outcomes, and create competitive advantage. “I am thrilled to join Omdia’s cybersecurity practice and work with clients to identify proactive approaches to security that build trust and resilience as technology evolves from traditional IT environments to an AI-driven ecosystem.” Lanowitz holds a Bachelor of Science in Computer Science from the University of Pittsburgh. ABOUT OMDIA Omdia, part of TechTarget, Inc. d/b/a Informa TechTarget (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, makes our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward. View source version on businesswire.com: https://www.businesswire.com/news/home/20260610255006/en/ Media Contact:
Fasiha Khan: fasiha.khan@omdia.com
Eric Thoo: eric.thoo@omdia.com Original: Omdia Appoints Theresa Lanowitz as Principal Analyst for Vulnerability and Risk Management

Omdia: Semiconductor Market Surpasses $300bn Quarterly Revenue in 1Q26 as Memory Market Shifts Historical PatternsJune 10, 2026 5:07 AM
Business Wire Following a record-setting year for the semiconductor industry, the start of the new year has continued the momentum, as semiconductor revenue grew 27% in 1Q26 from 4Q25 to reach $319bn, according to new research form Omdia. Memory revenue drove the increase, rising over 80% sequentially in 1Q26 from 4Q25. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260610290507/en/Memory contribution to semiconductor market Since Omdia began tracking the semiconductor market at a quarterly level in1Q02, this 27% quarter-over-quarter (QoQ) growth is the highest observed. The market has now experienced three consecutive quarters of double-digit revenue growth, with 2Q26 expected to continue this pattern. This puts semiconductor revenue on track to surpass $700bn in 1H26. AI-related demand remains strong, while memory supply/demand imbalances continue to be among the leading trends in the semiconductor market. Memory market reaches another new high Dynamic random-access memory (DRAM) and NAND flash memory (NAND) revenue continued strong growth, nearly doubling in revenue in one quarter. Strong AI demand has affected both the DRAM and NAND markets as average selling prices (ASPs) have risen sharply. The result is that these two components accounted for over 40% of all semiconductor revenue in 1Q26, much greater than the long-term average of around 20% revenue share. Within the memory market, NAND was a particularly strong contributor to growth. NAND revenue reached just under $48bn in 1Q26, rising 96% QoQ as pricing increased across the market. NAND ASPs increased 95% sequentially, driven by sustained AI and data center demand alongside ongoing supply constraints. With utilization remaining high and supply recovery limited by technology transitions, yield learning, and product mix challenges, NAND market momentum is expected to continue through 2Q26, supporting further revenue growth and price increases. Outside of memory, growth is more consistent with historical patterns While the memory market has broken from historical patterns, that is not the case for the rest of the semiconductor market. Removing memory IC revenue shows that the 1Q26 semiconductor market grew, but much more modestly. Non-memory semiconductor revenue grew just over 2% QoQ in 1Q26. Historically, revenue for both the overall semiconductor market and the non-memory portion declines in Q1 by approximately 4%. Some components performed at typical seasonal rates; Microcontrollers (MCUs), discretes, and optical markets saw slight to mid-single digit QoQ declines for the first quarter of the year. However, other components, especially those in the AI and data center ecosystem, outperformed the typical decline in revenue in the first quarter. This gave the non-memory side of the semiconductor market modest growth. Outlook Strong growth is expected to continue in 2Q26 as memory revenue continues to drive the semiconductor market forward. Quarterly growth is expected to be lower than in the first quarter, but still enough to result in more than 20% sequential growth for the semiconductor market. “Four consecutive quarters of double-digit revenue growth for the market show the strength of the current demand for semiconductors,” said Clifford Leimbach, Practice Leader at Omdia. “This expected growth would bring 1H26 to over $700bn, well on track to surpass the $1tn threshold this year. ABOUT OMDIA Omdia, part of TechTarget, Inc. d/b/a Informa TechTarget (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward. View source version on businesswire.com: https://www.businesswire.com/news/home/20260610290507/en/ Fasiha Khan: fasiha.khan@omdia.com Eric Thoo: eric.thoo@omdia.com Original: Omdia: Semiconductor Market Surpasses $300bn Quarterly Revenue in 1Q26 as Memory Market Shifts Historical Patterns

Omdia: TV Shipments Increase 6% in 1Q26 as 2026 World Cup Inventory Build-Up BeginsJune 3, 2026 4:02 AM
Business Wire Global TV shipments increased 6% year-on-year (YoY) to 50.3 million units in 1Q26, as retailers increased inventory ahead of the upcoming 2026 World Cup, according to data from Omdia’s latest TV Sets (Emerging Technologies) Market Tracker: History – 1Q26. All regions grew YoY except for Mainland China, which continues to face weak local demand following domestic stimulus measures in 2025. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260603941624/en/Regional TV shipments and year-on-year growth, 1Q26 Developing economies and North America propel global growth The two fastest growing regions in the first quarter of 2026 were both considered developing economies, with Asia & Oceania (up 13%) and Latin America (up 12%) benefitting from Chinese vendors redirecting additional shipments into these regions as their domestic market remained weak. North America also posted particularly strong shipment growth (up 11%), despite being a highly saturated market. A combination of factors contributed to this growth, particularly in the U.S. As a co-host of this year’s World Cup, the US market offers retailers a clear opportunity to promote TV sets aggressively. At the same time, competition among retailers remains intense. This is most clearly seen with Walmart, which has a strategic goal of increasing the reach of Vizio OS, available on Onn. and Vizio TVs, and generating advertising-derived revenue without relying on hardware sales for profitability. These factors have helped ensure that North American consumers remain largely insulated from the increased memory prices affecting a wide range of consumer electronics goods. Globally, TV prices have also remained surprisingly stable, despite headline-grabbing increases in memory price. This reflects the highly competitive nature of the TV market and the shift in profit-generating momentum away from hardware and toward advertising. RGB LED adoption accelerates Omdia’s latest database now tracks RGB LED TVs, which are initially expected to compete directly with OLED TVs because both technologies carry premium price tags. While RGB based TVs represented only a small proportion of units in the first quarter of 2026, with just 39.4 thousand units shipped, the technology is set to play an increasingly important role through 2026 and in the coming years. This will be supported by more vendors introducing models and the potential for RGB LED technology to be used in mid-range TVs, similar to the adoption path of Mini LED technology. “The Chinese market leads the adoption of RGB LED TVs, but this is primarily due to the early introduction of models from TCL and Hisense, ahead of international regions,” said Matthew Rubin, Research Manager, TV Set Research, Omdia. “With many more models being introduced ahead of the World Cup, shipment volume of this technology is expected to accelerate rapidly.” ABOUT OMDIA Omdia, part of TechTarget, Inc. d/b/a Informa TechTarget (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, makes our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward. View source version on businesswire.com: https://www.businesswire.com/news/home/20260603941624/en/ Media Contact:
Fasiha Khan: fasiha.khan@omdia.com
Eric Thoo: eric.thoo@omdia.com Original: Omdia: TV Shipments Increase 6% in 1Q26 as 2026 World Cup Inventory Build-Up Begins

Omdia: Online Video Subscription Reached 2.24 Billion in 2025 Ahead of Projected Slowdown in 2026June 1, 2026 4:00 AM
Business Wire Omdia’s latest TV & Video market data shows global online video subscriptions reached 2.24 billion at the end of 2025, up 17.6% year on year from 1.9 billion in 2024. However, growth is expected to slow to single digits in 2026 as the market enters a more mature phase. Meanwhile, global pay-TV subscriptions continued their gradual decline, falling 1.8% year on year to 1.03 billion. The balance of the global TV and video market continues to shift toward streaming, with online video accounting for 68.4% of the combined 3.3 billion subscriptions worldwide. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260529336169/en/Global year-on-year increase in online video subscriptions, 2021-31 In terms of revenue, online video overtook pay-TV for the first time in 2025, Online video revenue increased 13.5% to $176 billion while pay TV revenue declined 4% to $170 billion. Both figures include subscription and transactional revenue but exclude advertising. Omdia’s global data reflects a wide range of different trends taking place at the local level across the markets it tracks. A key common theme, however, is that new, lower cost, ad-supported tiers have been attracting new subscribers into the online video segment. Adam Thomas, Practice Leader, Media, Entertainment & Advertising team, said: “The 17.6% increase in subscriptions in 2025 was the largest annual rise since 2021. That growth was driven, in particular, by subsidized ad-tier subscriptions offered by telcos and pay-TV operators. The popularity of these lower-cost offers is a key factor behind the fact that subscription numbers grew by 17.6%, while revenue increased by a more moderate 13.5%.” Another clear trend across the sector is that online video platforms are changing their focus from growing subscriber numbers to maximizing revenue from their existing client base, often through price increases for their premium, non-ad-supported tiers. This trend is expected to remain prominent in the years ahead. While the 2025 figures show that discounted ad-tier pricing can attract significant numbers of cost-conscious subscribers into the online video ecosystem, this will be a short-term phenomenon. With several core online video markets approaching saturation Omdia believes the focus on price rises to maximize profits will result in slower subscription, forecasting 5.6% growth for full-year 2026. Tony Gunnarsson, Senior Principal Analyst, TV & Online Video added: “It’s clear that the availability of attractively priced ad-tier options created a temporary uplift in SVOD subscriber numbers in 2025. However, this has not changed our longer-term forecast, which remains for low single-digit annual growth rates for the foreseeable future.” ABOUT OMDIA Omdia, part of TechTarget, Inc. d/b/a Informa TechTarget (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward. View source version on businesswire.com: https://www.businesswire.com/news/home/20260529336169/en/ Fasiha Khan: fasiha.khan@omdia.com
Eric Thoo: eric.thoo@omdia.com Original: Omdia: Online Video Subscription Reached 2.24 Billion in 2025 Ahead of Projected Slowdown in 2026

Omdia: AI Factory Market Enters Industrialization Era as Five Dynamics Redefine AI Infrastructure in 2026May 28, 2026 4:00 AM
Business Wire Cumulative global data center investment is forecast to approach $1.6 trillion by 2030, while leading technology enterprises will collectively deploy over $600 billion in AI infrastructure capex in 2026 alone. This capital expenditure indicates that the AI Factory market has crossed an irreversible threshold, evolving into a new form of industrial organization characterized by ultra-high capital intensity, strong geopolitical attributes, and complex engineering barriers. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260527492710/en/Evolution of IDC to AI factory from IT solution perspective The Transition to AI Factory: Architecture and Paradigms Omdia defines an AI Factory as a new type of heavy industrial infrastructure whose sole objective is producing intelligence, with the token as the fundamental unit of output. Data centers are transitioning from business support centers to digital product manufacturing centers no matter how big the data center is, organized along a four-layer architecture: energy and physical infrastructure; hardware and network fabric; scheduling and virtualization orchestration; and Model as a Service (MaaS) and AI application ecosystem. The ecosystem now spans four solution paradigms—full-stack public AI cloud hyperscalers, compute-native AI cloud specialists, turnkey private AI foundation providers, and regional or industrial AI infrastructure operators. Omdia's survey of more than 200 companies identifies four top market challenges: long time-to-market and ROI validation, digital sovereignty, AI talent gaps, and systemic engineering complexity. Five Market Dynamics Shaping AI Factory in 2026 As the market navigates these challenges, Omdia has identified five primary dynamics reshaping the industry this year: Dynamic 1 — From FLOPS to TTFT: Budgets for compute hoarding have been frozen as enterprises confront a "Zombie GPU" effect, in which expensive GPUs idle in I/O wait; evaluation metrics are shifting to Time-to-First-Token and vector retrieval speed, with reported gains, including a 12x vector indexing speed-up and up to a 75% cost reduction on API and compute redundancy in vendor case studies. Dynamic 2 — Hyperscalers balance agility and sovereignty: Two delivery paradigms: one is called full-stack drop-in (AWS, Huawei, GCP, OCI) enable public cloud-grade AI capabilities deployed as an integrated physical unit into the customer’s data center; another one is called software/hardware decoupling which is a downward path defined by localization of software capabilities and ecosystem-driven hardware Dynamic 3 — Compute-native AI cloud upgrade: Rack power density has risen from 10–15 kW in 2024 to 40–250 kW in 2026, while workloads progress from PoC to production-grade deployment; Nebius from Europe and Sensetime from China are two typical players already changed their business model from Bare Metal leasing to Model as a Service, especially Sensetime is conducting an integrated framework of IaaS + MaaS + energy-computing synergy strategy to make the computing and energy well controlled Dynamic 4 — The "last mile" of AI industrialization: Vertical integrators, domain operators, and ISVs are capturing the final value layer through long-cycle data governance, legacy integration, and scenario-specific agent assembly, while Inspur Cloud takes a strategy integrated heavy-asset AI infrastructure and intensive scenario-grade operation of AI industrial assembly lines making the AI industrialization a great leap. Dynamic 5 — Rise of sovereign data factories: Regulatory frameworks such as the EU AI Act, DORA, and equivalent compliance frameworks are driving requirements for sensitive data to remain within physically isolated facilities, elevating regional operators such as G42 from cabinet landlords to physical gatekeepers of national-level data. "Future competition will no longer be defined by model parameters or GPU counts, but by a comprehensive contest of energy, liquid cooling, chips, autonomous software stacks, sovereign compliance, and long-term capital endurance," said Raymond Zhan, Senior Principal Analyst, Cloud & AI at Omdia. "For enterprise clients, the provider landscape for AI factory is not a one-size-fits-all game; choices should be tailored to actual business scale and the balance between steady-state and innovative workloads." Looking ahead, Omdia expects 2026 and 2027 to be the critical window for AI Factory development, with regional and industrial operations emerging as the highest-certainty growth segment over the next five years. Omdia's Global AI Factory Market Landscape 2026 report provides a comprehensive analysis of the AI Factory market, including detailed architectural frameworks, solution paradigms, and insights into the key dynamics shaping AI infrastructure. ABOUT OMDIA Omdia, part of TechTarget, Inc. d/b/a Informa TechTarget (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward. View source version on businesswire.com: https://www.businesswire.com/news/home/20260527492710/en/ Fasiha Khan: fasiha.khan@omdia.com
Eric Thoo: eric.thoo@omdia.com Original: Omdia: AI Factory Market Enters Industrialization Era as Five Dynamics Redefine AI Infrastructure in 2026

Informa TechTarget Announces 2026 Archer Award Winners for GTM Excellence in EMEAMay 21, 2026 12:08 PM
Business Wire This year’s awards celebrated results-driving teams across 11 different categories Informa TechTarget (Nasdaq: TTGT), an indispensable partner for go-to-market success in the B2B sector, today announced the winners of the 2026 EMEA Archer Awards, the company’s annual awards program that recognizes customers for outstanding go-to-market (GTM) performance. This year’s winners all demonstrated innovation and data-driven excellence over the past 12 months, and they are continuing to drive significant marketing and sales results in partnership with Informa TechTarget. “This year’s Archer Award winners are true examples of what’s possible when B2B marketing teams apply data and insights and work collaboratively to strengthen brand authority, engage buyer audiences, and drive sales pipeline,” said Jat Hayer, SVP, International GTM at Informa TechTarget, who opened the awards ceremony. “We are proud to celebrate the incredible outcomes these dynamic leaders are achieving in our industry. Congratulations to all the winners!” An expert panel evaluated nominations and selected the winners based on criteria established for each category. You can see the full list of this year’s winners here, or listed below: Best Content Program: Verizon Partner Marketing Excellence: SAP Security Team of the Year: Rapid7 Best Use of Video for Thought Leadership: SHI Best Use of Data and Insights for Content Program: ServiceNow Intent Driven Excellence: Palo Alto Networks Best Event Amplification Strategy: Amazon Web Services (AWS) Best Pipeline Generation: Avalara Best Vertical Campaign: Red Hat Best Integrated Media Program: Sonatype Digital Team of the Year: Dell/WPP The winners were announced at Informa TechTarget’s STRATA London—a customer event that featured B2B marketing leaders presenting case studies, insights from Computer Weekly’s Editor in Chief and noted tech industry expert Bryan Glick, and a keynote address from professional boxer and influencer Shannon Courtenay. "What an incredible experience it was to spend the morning with a number of our European customers in person, sharing insights and celebrating their successes at the STRATA London event,” added Staci M. Gullotta, CMO of Informa TechTarget, who attended the event. "It is very inspiring to see firsthand how they are raising the bar for B2B marketing and sales excellence.” For more information about Informa TechTarget—including its market intelligence and GTM advisory services; expansive network of B2B tech and industry media; comprehensive suite of brand, demand and content solutions; and unique proprietary buyer intent data—visit informatechtarget.com. About Informa TechTarget Informa TechTarget informs, influences and connects the world's technology buyers and sellers, and aims to be an indispensable partner in driving clients’ go-to-market success. With a vast reach of over 220 highly targeted technology-specific digital properties and approximately 58 million permissioned first-party audience members, Informa TechTarget has a unique understanding of and insight into the technology market. As a leading provider of market intelligence, industry journalism, brand and demand marketing solutions, content strategy and creation, and exclusive buyer intent data, we deliver expert-led, data-driven, and digitally enabled services that create significant impact and measurable outcomes for our clients. All of this is underpinned by a unique audience data ecosystem and fueled by buyer insights and expertise. Informa TechTarget is headquartered in Boston, MA and has offices in 19 global locations. For more information, visit informatechtarget.com and follow us on LinkedIn. © 2026 TechTarget, Inc. d/b/a Informa TechTarget. All rights reserved. All trademarks are the property of their respective owners. View source version on businesswire.com: https://www.businesswire.com/news/home/20260521955703/en/ Media:
Theresa Tepper
Public Relations
Informa TechTarget
Theresa.Tepper@informatechtarget.com Original: Informa TechTarget Announces 2026 Archer Award Winners for GTM Excellence in EMEA

Informa TechTarget Celebrates its Best Journalism Awards Performance to Date, With 57 Award Wins Across Three Prestigious Editorial Awards ProgramsMay 19, 2026 1:59 PM
Business Wire Informa TechTarget’s investment in exceptional journalism yields a record 53 ASBPE Azbees, and notable recognitions by the SIIA Jesse H. Neal Awards and the BSME Talent Awards Informa TechTarget (Nasdaq: TTGT), an indispensable partner for go-to-market success in the B2B sector, today announced that it has won 57 awards across three prestigious programs for journalistic excellence: the ASBPE’s (American Society of Business Publication Editors) Azbee Awards; the SIIA (Software & Industry Information Association) Jesse H. Neal Awards; and the British Society of Magazine Editors (BSME) Talent Awards. Two of the most established peer-reviewed honors in B2B media, the Azbees and the Neal Awards recognize industry journalism that meets the highest standards for reporting, editing, and overall editorial quality. The BSME Talent Awards celebrate editorial achievements in UK publishing across both the consumer and B2B sectors. "It’s an honor to be recognized as the best of the best in B2B journalism. This is a testament to the talent and dedication of the journalists at Informa TechTarget who serve our audiences every day with unique insights that help them stay ahead of the curve in their markets,” said Davide Savenije, SVP of Editorial, Informa TechTarget. “Informa TechTarget's business model is rooted in high-value journalism for B2B professionals, so it’s incredibly meaningful to be recognized by the Azbee, Neal, and BSME Talent Awards for our editorial teams’ work,” said Jane Qin Medeiros, General Manager and EVP, Brand and Content at Informa TechTarget. “I’m incredibly proud of the hundreds of journalists dedicated to serving our audiences daily. It is particularly important at this juncture when we are seeing disruption to every industry we cover.” Informa TechTarget was named a winner in the following categories: 2026 BSME Talent Awards Computer Weekly: Best Science & Technology Writer (Bill Goodwin, Investigations Editor) 2026 Azbee Awards Informa TechTarget received 53 Azbees in 2026, up 10 from its previous record of 43 wins in 2025. National (15) Overall Excellence Awards BioPharma Dive, Jacob Bell: Best Body of Work by a Staff Journalist Supply Chain Dive: Website of the Year - Honorable Mention Gold BioPharma Dive: Feature Article, Industry CX Dive: Case Study MedTech Dive: News Analysis Xtelligent Healthtech Analytics: Online State of the Industry Silver Construction Dive: Group Recognition Program Dark Reading: Online Single Topic Coverage HR Dive: Online State of the Industry Information Week: News Analysis Waste Dive: Government Coverage Bronze Grocery Dive: Regular Column Packaging Dive: Overall Headline Writing TechTarget’s SearchSoftwareQuality: Q&A Waste Dive: Industry News Coverage Regional – New England (38) Gold BioPharma Dive: Feature Article, Industry Construction Dive: Group Recognition Program CX Dive: Case Study Dark Reading: Online Single Topic Coverage Healthcare Dive: Impact/Investigative MedTech Dive: News Analysis TechTarget’s SearchERP: Podcast TechTarget’s SearchSoftwareQuality: Q&A Waste Dive: Government Coverage Industry News Coverage Xtelligent Healthtech Analytics: Online State of the Industry Silver C-Store Dive: Enterprise News Story Dark Reading: Industry News Coverage Podcast Grocery Dive: Regular Column Higher Ed Dive: Group or Company Profile HR Dive: Online State of the Industry InformationWeek: News Analysis Packaging Dive: Overall Headline Writing SearchCIO: Data Journalism Government Coverage SearchContentManagement: Innovation Article SearchEnterpriseAI: Technical Article Online Single Topic Coverage SearchITOperations: Enterprise News Story Bronze BioPharma Dive: Data Journalism Event Coverage CFO Dive: Online State of the Industry Grocery Dive: Feature Series Healthcare Dive: Government Coverage Light Reading: Technical Article Marketing Dive: News Analysis Packaging Dive: Innovation Article Retail Dive: Enterprise News Story SearchContentManagement: Case Study SearchSecurity: How-To Article Utility Dive: Online Single Topic Coverage TechTarget's What Is?: How-To Article 2026 Jesse H. Neal Awards Payments Dive: Best Single Article Packaging Dive: Best Technical/Scientific Content K-12 Dive: Best Government, Legislative and Regulatory Coverage These award wins come on the heels of a banner year for Informa TechTarget's editorial portfolio. In 2025, Informa TechTarget grew its active audience overall, specifically increasing AI-driven traffic to its media sites by 235% and quadrupling membership sign-ups from AI referrals. It also took home 46 editorial awards, including Computer Weekly Editor in Chief Bryan Glick's second consecutive win for Editor of the Year. Informa TechTarget employs more than 250 journalists, editors, and writers globally, who form the largest editorial team specializing in B2B and industry journalism. Collectively, they inform and inspire Informa TechTarget’s audiences with a mix of news analysis, explanatory content, industry perspectives, in-depth features, and vendor product comparisons that is unmatched in the industry. To learn more about Informa TechTarget’s editorial portfolio, click here. For more information about Informa TechTarget—including its market intelligence and GTM advisory services; expansive network of B2B tech and industry media; comprehensive suite of brand, demand and content solutions; and unique proprietary buyer intent data—visit informatechtarget.com. About Informa TechTarget Informa TechTarget informs, influences and connects the world's technology buyers and sellers, and aims to be an indispensable partner in driving clients’ go-to-market success. With a vast reach of over 220 highly targeted technology-specific digital properties and approximately 58 million permissioned first-party audience members, Informa TechTarget has a unique understanding of and insight into the technology market. As a leading provider of market intelligence, industry journalism, brand and demand marketing solutions, content strategy and creation, and exclusive buyer intent data, we deliver expert-led, data-driven, and digitally enabled services that create significant impact and measurable outcomes for our clients. All of this is underpinned by a unique audience data ecosystem and fueled by buyer insights and expertise. Informa TechTarget is headquartered in Boston, MA and has offices in 19 global locations. For more information, visit informatechtarget.com and follow us on LinkedIn. © 2026 TechTarget, Inc. d/b/a Informa TechTarget. All rights reserved. All trademarks are the property of their respective owners. View source version on businesswire.com: https://www.businesswire.com/news/home/20260519848739/en/ Media Contact:
Theresa Tepper
Public Relations
Informa TechTarget
Theresa.Tepper@informatechtarget.com Original: Informa TechTarget Celebrates its Best Journalism Awards Performance to Date, With 57 Award Wins Across Three Prestigious Editorial Awards Programs

Omdia: Amazon, Netflix and Google to Capture Half of $81 Billion CTV Advertising Market by 2030May 19, 2026 3:00 AM
Business Wire Global connected TV (CTV) advertising revenue will surge from $44 billion in 2025 to $81 billion by 2030, with CTV ad revenues expected to surpass traditional linear TV advertising during the 2030s, according to new research by Omdia. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260518833831/en/Global CTV advertising revenue by company, 2015-2030 Google, Amazon and Netflix Dominate the Evolving TV Landscape The global fight to “own the living room” is entering a new phase as Google, Amazon and Netflix are projected to capture 50% of the global connected TV advertising market by 2030. The findings highlight how the center of power in television is rapidly shifting away from traditional broadcasting toward streaming platforms, TV operating systems and advertising ecosystems. By the end of the decade: Google is forecast to command 26% of global CTV advertising revenue Amazon is expected to account for 13% Netflix is projected to represent 9% Combined, Google, Amazon, and Netflix will account for half of the entire global CTV advertising market by 2030. CTV Advertising Growth Accelerates as Platforms Compete for Connected Households The shift comes as media companies, streamers, retailers and technology giants race to secure premium positioning in connected households. Amazon is leveraging Prime Video and retail media integration to expand its TV advertising footprint, while Netflix continues to scale its advertising business globally through its ad-supported tier. Google remains dominant through YouTube’s massive connected TV reach and broader advertising infrastructure. Omdia expects several trends to accelerate the transformation of television advertising over the next five years: Expansion of ad-supported streaming services Convergence of retail media and television advertising Growth in programmatic and targeted TV advertising Increasing importance of TV operating systems and smart TV ecosystems Greater competition for consumer attention and platform ownership Omdia also revealed that the European TV operating system landscape is shifting rapidly. According to the research firm, VIDAA is becoming Europe’s third-largest TV operating system this year after Android TV and Tizen, overtaking several established competitors as manufacturers seek greater ownership of the smart TV experience. TV Operating Systems Evolve into Strategic Commerce Gateways “The battle for the living room is no longer only about streaming content,” said Maria Rua Aguete, Head of Media & Entertainment at Omdia. “It is increasingly about controlling the platform, the advertising layer, the operating system, the data and ultimately the consumer relationship.” Rua Aguete noted that television is becoming one of the most strategic gateways for digital advertising, retail media and commerce integration, with tech companies increasingly competing to control the TV interface itself. “CTV companies are at risk of losing incredibly valued ground to these tech giants and many cannot afford to do so as the hardware business becomes increasingly unprofitable,” added David Tett, Principal Analyst at Omdia. “Strategies are needed to fight for their own advertising revenues in the new-look landscape and avoid ceding too much ground to players such as Google and Amazon.” The findings reinforce how television, commerce and digital advertising are converging into a single ecosystem and why the connected TV environment is becoming one of the most strategically valuable positions in media. ABOUT OMDIA Omdia, part of TechTarget, Inc. d/b/a Informa TechTarget (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, makes our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward. View source version on businesswire.com: https://www.businesswire.com/news/home/20260518833831/en/ Fasiha Khan: fasiha.khan@omdia.com
Eric Thoo: eric.thoo@omdia.com Original: Omdia: Amazon, Netflix and Google to Capture Half of $81 Billion CTV Advertising Market by 2030

 ????? (Omdia)????????????????????????????????2025??1?3,340????????May 15, 2026 2:59 AM
Business Wire (???????) -- 2025????????·????????????4.3%??1?3,340??????????????????????????????????????PC??????????????????????????????????????????????????????????????????????????? ?????????????????????????????????????????????:https://www.businesswire.com/news/home/20260511618539/ja/Desktop monitor and gaming monitor market trends ???????????????????????????????????2026???4,300????????????????????????????????????????????????????????????????????? ???????????????????? 2025?????????????????????4,100?????????50.2%??????2025??4?????????????????????11??????????????(Omdia)???????????????????????????????????????????????????????????????????????????? ????????????????????????????????????·????120Hz???????????????·??????????????????????????????????????????????????? ?????????·??????·???????????????????????????CPU/GPU?????????????????????????????????????????????????????????????????NVIDIA???RTX 50????????????????????????????????????????????????????????????????????????? OLED?????????????????? ???????????????????????????Samsung???QD OLED??LG???WOLED???????OLED???????????????????????OLED?????????????·?????????????????????????LCD??????????????????????????????????? ????????????????????????????????·????????????????????????????????????????????????????????????????????????????????????????????????????PC???????????????????????????????????????? ???????? ??????·????????????????????????????????????????????????????????????????????????????????????? ??????e???????????OLED???QD-OLED(?????OLED)???????????????????????????????????????????????????????????????27????240Hz?QHD(1440p)?????0.03ms?OLED?????????????????????????????????????????? ?????(Omdia)????·??????????????·??????e??????????????????????????????????????????????????????????????1ms???240~360Hz???????????????????????????? ?????????????????????????????????????????????????????????????????????????????????????????????????·????????????????????????????????????????????(?:240Hz??4K???)????????·???·???(?:480Hz??1080p???)?????????????????????????????????????????????????????????????????????AI???????????????????????????????? ?????(Omdia)?????????????????????·?????????2026??????????????????????????????????????????GPU?????????????????????·?????????????PC?????????????????????????????????????????????? ?????????????????????????????????????????????OLED????????????????????????????????????????????????????????????OLED???????????????????????????????????????????????????????????????·??????????????????????????????????????????????????????????????? ?????(Omdia)???? ?????(Omdia)???????????(TechTarget, Inc.)??????????????????????????·????????(Informa TechTarget?Nasdaq: TTGT)??????????????????????·?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????(ROI)??????????????????????????????????????? ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????? businesswire.com????????????:https://www.businesswire.com/news/home/20260511618539/ja/ Fasiha Khan: fasiha.khan@omdia.com
Eric Thoo: eric.thoo@omdia.com Original:  ????? (Omdia)????????????????????????????????2025??1?3,340????????

?????(Omdia)?????????????2030??????????????????????????????6,400?????????????May 15, 2026 12:41 AM
Business Wire (???????) -- ?????( Omdia)?????????????????2026?????(??????????????????????)???????????????????????5?????????(CAGR)12%?????2030?????6,400???????????????? ?????????????????????????????????????????????:https://www.businesswire.com/news/home/20260511194291/ja/Global social and non-social media advertising revenue and shares, $bn and %, 2020–30 ????????????????????????????????10????????33%??44%???????????????????????????????????????????????? ?????????? ???????????????????????????????????????????????????????????????????????????????????????????????????????????? ?????????????? ????????????????Reels???TikTok???Shorts???Stories????????????????????????????2025?????????????????????????60%????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????? ?????????? ?????????????????????????90%?????6???????????Facebook???Instagram???Douyin???YouTube???TikTok???WeChat????????????????????????????????????????????Meta????Facebook???Instagram????????????????????????????????????2025????????????????54%?????????????70%?????? ?AI????????????????????????????????????????????????????????????(Omdia)???????????Kia Ling Teoh??????????????????????????????????????????????????????????????????????????????????????????????????????????????????? ????????? ?????????????????????????????????????????????????????????????????????????????????????????????????????????????????AI???????????????????????????????????? ?????(Omdia)???? ?????(Omdia)???????????(TechTarget, Inc.)??????????????????????????·????????(Informa TechTarget?Nasdaq: TTGT)??????????????????????·?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????(ROI)??????????????????????????????????????? ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????? businesswire.com????????????:https://www.businesswire.com/news/home/20260511194291/ja/ Fasiha Khan: fasiha.khan@omdia.com
Eric Thoo: eric.thoo@omdia.com Original: ?????(Omdia)?????????????2030??????????????????????????????6,400?????????????

Dark Reading Celebrates 20 Years as a Leading Authority on Cybersecurity, Highlighting the People, Events, Ideas, and Technologies Shaping the Modern Risk LandscapeMay 13, 2026 1:31 PM
Business Wire Informa TechTarget’s flagship cybersecurity media brand launches a special content series to mark two decades as a trusted source for cybersecurity professionals Informa TechTarget (Nasdaq: TTGT), an indispensable partner for go-to-market success in the B2B technology sector, is celebrating the 20th anniversary of Dark Reading, the highly esteemed online cybersecurity publication that has been a trusted information source at the forefront of the dynamic cybersecurity sector since May 2006. The Dark Reading editorial team will celebrate the anniversary with a mix of written, video, and audio content, a reader contest, social media engagements, and more. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260513650792/en/Informa TechTarget (Nasdaq: TTGT) celebrates the 20th anniversary of Dark Reading, the highly esteemed online cybersecurity publication and trusted information source at the forefront of the dynamic cybersecurity sector since May 2006. “For 20 years, we’ve been fortunate to provide our audience with a front row seat to the continued expansion and evolution of the cybersecurity sector—digging behind the headlines to uncover what the stories really mean for cybersecurity professionals and the companies and people they serve,” said Kelly Jackson Higgins, Vice President of Cybersecurity Editorial at Informa TechTarget. Jackson Higgins joined Dark Reading as its third employee in 2006, serving as senior editor, then executive editor, and in 2022, assumed her current role as its Editor-in-Chief. “It means a lot that our audience has stuck with us for 20 years. It has been, and continues to be, an absolute honor to lead our editorial coverage.” Throughout the month of May, Dark Reading is updating a special DR20 section with content that takes a sweeping look at the pivotal cyber incidents, influential (and infamous) figures, and major industry shifts that have defined the modern threat landscape. The special series traces two decades of attacks, innovators, lessons learned, and changes to the vendor landscape, to show how cybersecurity has transformed and where it’s headed next. Planned features include: First-person accounts from founding editors, industry luminaries, and thought leaders, along with deep-dive retrospectives on topics including 20 News Events That Shaped Cyber, 20 Newsmakers Who Left Their Mark, Biggest Cybersecurity Fails, and Where Are They Now? Tracing the Rise and Fall of Cybersecurity Vendors. A 20th anniversary video, produced by Studio by Informa TechTarget. A special episode of the Dark Reading Confidential podcast, discussing the legendary “USB stick caper” column that went viral and became an industry storyline. Social media activations including a New Yorker-style cartoon caption contest (live now through May 26), and weekly Cyber history trivia posts on LinkedIn. Since May 2006, Dark Reading has cultivated a strong reputation as a trustworthy source of information and thought leadership among its loyal audience of cybersecurity and IT professionals. Today, Dark Reading is a flagship brand and a key community hub in Informa TechTarget’s cybersecurity audience network of more than 2.5 million cybersecurity decision-makers. Media titles Cybersecurity Dive and Search Security, and several cyber-focused BrightTALK webinar communities, also serve this audience with complementary news and perspectives. “Dark Reading has built deep trust within the cybersecurity community for 20 years. Combined with Search Security, Cybersecurity Dive, and our extensive BrightTALK cybersecurity programming, Informa TechTarget reaches the largest audience of cybersecurity decision-makers and technology buyers on the web,” said Annie Matthews, Senior Vice President of Sales, Cybersecurity GTM, Informa TechTarget. “Through our cybersecurity market intelligence and comprehensive go-to-market capabilities—spanning Omdia by Informa TechTarget research; content; demand generation; and intent-driven solutions—Informa TechTarget helps cybersecurity providers engage and convert their most important buyers.” To learn more about how Informa TechTarget engages with cybersecurity audiences, click here. For more information about Informa TechTarget—including its market intelligence and GTM advisory services; expansive network of B2B tech and industry media; comprehensive suite of brand, demand and content solutions; and unique proprietary buyer intent data—visit informatechtarget.com. About Informa TechTarget Informa TechTarget informs, influences and connects the world's technology buyers and sellers, and aims to be an indispensable partner in driving clients’ go-to-market success. With a vast reach of over 220 highly targeted technology-specific digital properties and approximately 58 million permissioned first-party audience members, Informa TechTarget has a unique understanding of and insight into the technology market. As a leading provider of market intelligence, industry journalism, brand and demand marketing solutions, content strategy and creation, and exclusive buyer intent data, we deliver expert-led, data-driven, and digitally enabled services that create significant impact and measurable outcomes for our clients. All of this is underpinned by a unique audience data ecosystem and fueled by buyer insights and expertise. Informa TechTarget is headquartered in Boston, MA and has offices in 19 global locations. For more information, visit informatechtarget.com and follow us on LinkedIn. © 2026 TechTarget, Inc. d/b/a Informa TechTarget. All rights reserved. All trademarks are the property of their respective owners. View source version on businesswire.com: https://www.businesswire.com/news/home/20260513650792/en/ Media Contact:
Theresa Tepper
Public Relations
Informa TechTarget
Theresa.Tepper@informatechtarget.com Original: Dark Reading Celebrates 20 Years as a Leading Authority on Cybersecurity, Highlighting the People, Events, Ideas, and Technologies Shaping the Modern Risk Landscape

Omdia: Desktop Monitor Shipments Reach 133.4 Million Units in 2025 as Gaming Monitors Fuel RecoveryMay 12, 2026 4:40 AM
Business Wire Desktop monitor shipments reached 133.4 million units in 2025, growing 4.3% year-on-year, signaling a recovery from post-pandemic disruptions. This expansion reflects the evolution of monitors into versatile, high-value tools for laptop-dominated environments, with gaming fueling interest in high-performance displays. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260511832943/en/Desktop monitor and gaming monitor market trends Gaming monitor shipments are projected to expand to 43 million units in 2026, supported by increased cost-effectiveness and added functionality. This trend reflects a shift toward specialized consumer applications and immersive entertainment experiences. Gaming Monitors Drive Overall Shipment Expansion Global gaming monitors shipments reached 41 million units in 2025, up 50.2% year-on-year (YoY), with gaming monitors accounting for 31.1% of total desktop monitor shipments. In 4Q25, gaming monitor shipments grew for the eleventh consecutive quarter, reaching the highest level since Omdia tracking began. These figures significantly outpace the growth rate of the conventional monitor market, establishing gaming monitors as a prominent growth segment. Momentum is propelled by added value and enhanced functionality. Models with refresh rates above 120 Hz have gained traction rapidly, alongside improvements in responsiveness and screen size that align with evolving requirements from modern gaming content. According to Hidetoshi Himuro, Senior Principal Analyst at Omdia, “Gaming monitors are expected to keep pace with the evolution of CPUs/GPUs and the increasing performance demands of gaming content.” Himuro noted, “A recent example illustrates this relationship. When graphics cards equipped with NVIDIA's RTX50 series enter the market, gaming monitors with higher refresh rates subsequently follow.” OLED Technology and Dual-mode Features Accelerate Adoption At the same time, the segment is diversifying across product tiers. OLED-equipped gaming monitors, led by Samsung’s QD-OLED and LG’s WOLED, are gaining share thanks to perfect black levels and fast response times that elevate visual fidelity and responsiveness beyond what LCDs can deliver, though high manufacturing costs keep most OLED offerings in the premium segment. Conversely, improved specifications at lower price points and models that leverage previous-generation technologies are meeting the needs of lightweight and first-time gamers. Together, these dynamic premium innovations at the top and value-oriented improvements at the entry level are expanding the category’s reach and reinforcing gaming monitors’ role as the preferred high-spec companion to the native notebook PC displays. Future Outlook and Challenges Activity in the desktop monitor market is set to intensify, particularly within the gaming monitor segment, where the future is defined by a shift toward premium display technologies. This transformation is shaped by the increasing popularity of Esports and the adoption of advanced panel technologies like OLED and QD-OLED (Quantum Dot OLED), which are capturing significant market share. Adoption is largely tied to the price-to-performance of 27-inch, 240Hz QHD (1440p), 0.03ms response time OLED models, which have gained strong traction as prices drop. Omdia Senior Analyst Benjamin Tan commented, “Esports growth is driving a performance-first ecosystem, concentrating demand on 240–360 Hz gaming monitors with 1ms or lower response times as pro players prioritize competitive advantage over price.” Dual-mode gaming monitors are also growing in popularity because they eliminate the traditional compromise for players who split time between fast-paced competitive shooters and high-fidelity cinematic titles. These monitors, which allow users to toggle between high-resolution (e.g., 4K @ 240 Hz) and high-refresh-rate (e.g., 1080p @ 480 Hz) modes, outperform traditional scaling by using hardware integer scaling to preserve sharpness at lower resolutions, while integrated AI enables real-time image optimization and automatic brightness adjustment. Omdia expects dual-mode gaming monitors to grow by double digits in 2026, reflecting both future-proofing and upgrade cycles. Gamers can use the high-refresh, lower-resolution mode today to maximize smoothness with current GPUs, while keeping high-resolution modes available for PC component upgrades. Despite strong demand trends, several challenges may continue to limit broader market penetration. High manufacturing costs for OLED panels make high-end monitors less accessible to budget-conscious consumers, limiting market penetration. OLED burn-in concerns also persist despite improvements. Furthermore, supply chain and material volatility – stemming from semiconductor shortages, and geopolitical tensions – can disrupt production schedules and drive up costs, adding further uncertainty to the industry. About Omdia Omdia, part of TechTarget, Inc. d/b/a Informa TechTarget (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward. View source version on businesswire.com: https://www.businesswire.com/news/home/20260511832943/en/ Fasiha Khan: fasiha.khan@omdia.com
Eric Thoo: eric.thoo@omdia.com Original: Omdia: Desktop Monitor Shipments Reach 133.4 Million Units in 2025 as Gaming Monitors Fuel Recovery

Omdia: Social media advertising to command nearly half of global online ad revenue by 2030 as market reaches $640 billionMay 12, 2026 4:43 AM
Business Wire Social media advertising revenue is projected to rise at a compound annual growth rate (CAGR) of 12% over the next five years, reaching $640 billion by the end of 2030, according to Omdia’s Social Media Advertising Market Landscape 2026 report, its first-ever research focusing exclusively on social media advertising. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260511495182/en/Global social and non-social media advertising revenue and shares, $bn and %, 2020–30 During the same period, social media’s share of total online advertising is expected to increase by 10 percentage points, from 33% to 44%, making it one of the fastest-growing advertising segments alongside retail media. Rising user engagement, advertisers' growing preference for full-funnel solutions, and the proliferation of self-serve platforms are key factors underpinning social media platforms’ sustained performance. Social media advertising revenue is increasingly being driven by video formats such as Reels, TikTok, Shorts, and Stories. In full-year 2025, video accounted for 60% of total social media advertising revenue. Platforms are not only expanding their video advertising revenue but also capturing budgets historically directed toward other digital channels, including online publisher inventory and broadcasters' digital offerings. Over time, increases in high-value video ad load, improved commerce capabilities, and clearer segmentation between performance-driven and premium formats will drive additional revenue growth for social platforms. Crucially, 90% of global social media advertising revenue is generated by just half a dozen apps, namely Facebook, Instagram, Douyin, YouTube, TikTok, and WeChat, highlighting the segment’s highly concentrated market structure. Meta effectively dominates through ownership of both Facebook and Instagram apps. Together, they accounted for 54% of the social media advertising revenue in 2025, rising to almost 70% when China is excluded. “AI-driven targeting and recommendation algorithms are turbocharging the advantage of these big players,” said Kia Ling Teoh, Principal Analyst at Omdia. “These capabilities favor ‘walled garden’ platforms with deep user data and sophisticated computing infrastructure, locking out smaller players and funneling ad dollars to the top.” However, maintaining this dominance will require a balanced approach to both monetization and user experience. Over-saturating feeds with ads can alienate users and undermine long-term engagement. Sustained growth will depend on balancing AI-driven ad optimization with preserving the user experience. About Omdia Omdia, part of TechTarget, Inc. d/b/a Informa TechTarget (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward. View source version on businesswire.com: https://www.businesswire.com/news/home/20260511495182/en/ Fasiha Khan: fasiha.khan@omdia.com
Eric Thoo: eric.thoo@omdia.com Original: Omdia: Social media advertising to command nearly half of global online ad revenue by 2030 as market reaches $640 billion

?????(Omdia)???????????????2026??1???????1%??????????????????????May 7, 2026 11:17 PM
Business Wire (???????) -- (???????) -- ?????(Omdia)?????2026??1???(1Q26)???????????????2?9,850????????????1%???????? ??????2??????????????Samsung??Apple???????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????(????)?????????(??)???????????????????????????2026??2???(2Q26)????????????????????????????????? ?????????????????????????????????????????????:https://www.businesswire.com/news/home/20260429630313/ja/Worldwide smartphone shipments, 1Q22 to 1Q26 ???????????? ????????Samsung??6,540??(?????+8%)????????????????????????????????????????????????????????A????????????????????Galaxy S26??????????????????????????? Apple??6,040????????????10%???????iPhone 17???????????????????????????????iPhone 17e???EU????????????????????????????????iPhone 17 Pro?????iPhone 17Pro Max??????????????????????????????+42%???????????? Xiaomi??3,380????????????19%???????5?????????????????????????200???????????????????????????????????????????????????????????????????????? OPPO?(realme???OnePlus???)?3,070????4??????????6%??vivo??2,130????5??????????7%???????????2025??4???(Q425)???????????????????????????2026??1??????????????1??????????? ??5??????HONOR??1,920?????????????19%?????10????????????????????????????????????2???????????????????????????????????????????????????? ????????????????????????? 2026??1????????????????????????????????????????????????????????????????????????????????????(Omdia)?????????3??????????????????????????????????????????????????????????????????????????????????? ????????
?????????????????????????????????????????????????????????????????????????????????????????????????????????? ?????????
??????????????????????????????????????????????????????????????????????????????????????????????????????????????? ???????????????
?????????????????????????????????????????????????????????????????????????????????????????????????? ?2026??1????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????(Omdia)????????????Le Xuan Chiew?????? ????? ????????????????????????????????????????????????????????????2026??2???????????????????????????????????????????????????????????? ???????????????????????????????2026???????????????????????????????????????????????????????????????????????????????????????????????????? ???????????????????????????????????????????????????????????????????????????????2026??????????????????????????????????????????????????????????????????????????????? ????????????????????????????????????????????????DRAM???????????????????????9?????????????????2???????????????????????????????????????(Omdia)?????????????Runar Bjørhovde?????? ???????????????????? ???? 1Q26 1Q25 ????? ????
(??) ??
??? ????
(??) ??
??? Samsung? 65.4 22% 60.5 20% +8% Apple? 60.4 20% 55.0 19% +10% Xiaomi? 33.8 11% 41.8 14% -19% OPPO? 30.7 10% 32.8 11% -6% Vivo? 21.3 7% 22.9 8% -7% ??? 86.8 29% 83.9 28% +3% ?? 298.5 100% 296.9 100% +1% ??: OPPO???OnePlus?realme???????Xiaomi??????????Redmi?POCO??????????????????100%?????????????
??: Omdia © 2026 Omdia ?????(Omdia)???? ?????(Omdia)???????????(TechTarget, Inc.)??????????????????????????·????????(Informa TechTarget?Nasdaq: TTGT)??????????????????????·?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????(ROI)??????????????????????????????????????? ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????? businesswire.com????????????:https://www.businesswire.com/news/home/20260429630313/ja/ Fasiha Khan: fasiha.khan@omdia.com
Eric Thoo: eric.thoo@omdia.com Original: ?????(Omdia)???????????????2026??1???????1%??????????????????????

?????(Omdia)?2035????????IoT??????????218.6??????????????????May 5, 2026 5:10 AM
Business Wire (???????) -- ?????(Omdia)????????????2035????????IoT???218.6??????(EB)????????????????????????????????????????????????????????????????????????? ?????????????????????????????????????????????:https://www.businesswire.com/news/home/20260427869724/ja/Total IoT data traffic by vertical, 2023-2035 ?????????IoT??????????????????????????????????????????????????????????????????????????????OTA(Over-the-Air)???????????????????????????????2025???2035????????????????????????30.7 EB??135.4 EB?????????????????????????????????????????????????????????????????????????????????5G??????????????????????????·???????IoT??????????????????????????2025???????????????????????????29%???????????????? ?????(Omdia)IoT?????????Alexander Thompson?????????????????????????????????????????????????????10???????IoT???????????????????????????????????????????????????????????????? ?????IoT?????????????????????????????????????????????????????????????????????????????????????????????????????????P2P(??????)?????????????????????????AI???????????? ????????????????????5G???????????????????????????????????????????????????????????????????????(Omdia)IoT??????????Andrew Brown?????? ?????????????·?????????????????IoT??????????????2025??????????IoT??????????50.6%?????????????????????????????????????????????????????????????????????????????????????? ?????(Omdia)???? ?????(Omdia)???????????(TechTarget, Inc.)??????????????????????????·????????(Informa TechTarget?Nasdaq: TTGT)??????????????????????·?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????(ROI)??????????????????????????????????????? ???????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????? businesswire.com????????????:https://www.businesswire.com/news/home/20260427869724/ja/ Fasiha Khan: fasiha.khan@omdia.com
Eric Thoo: eric.thoo@omdia.com Original: ?????(Omdia)?2035????????IoT??????????218.6??????????????????

?????(Omdia)?????????????????2025?Q4?26%??AI?????????????????May 5, 2026 3:41 AM
Business Wire (???????) -- ?????(Omdia)???????????????????????????????2025???4????147????????????26%?????????????????????????????????20%???????3??????????????????(Omdia)???????????????????2026??26%????????????????? ?????????????????????????????????????????????:https://www.businesswire.com/news/home/20260426098967/ja/Mainland China cloud infrastructure services spend, Q4 2025 2025???4?????AI?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????AI??????????????????????????????????????????????????????????????? ????????????????????2025???4???????????????26%?????????AI???????????????????????????AI???????????????????????????????AI????????????????????????????????AI??????????????AI????????????????????????????????????????????????????????????????????????? ?????AI?????????????????????????????????????????????????????????(Omdia)????·????·?????????Rachel Brindley?????? ???????????????????????????????AI????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????? AI???????????????????????????????????????????????????????????????????? ??????OpenClaw???????????????????????????????????????OpenClaw?????????????????????????????????????????????????????????????????????????????????????????????????????????????? ?????????????????????????????????????????????????????????????????????????????????????(Omdia)????·????????Yi Zhang??????? ???????????????????????????????????????????????????????????????????????????????????????????????????????? ???????????????????????????????????????????????????????????????????????????Tencent Cloud???????????????????????????????????·??????????????????????????????????????????????????????????????????????????????????????????????????????Alibaba Cloud??????????·??????????????????????????????????????????????????????·??????????????????????????????Huawei Cloud?????????????AI??????????????????????????????????????????????????? ???????????????????????????????????????????????????????2025??4???????????????????????25%???????????AI?????????????????????????????????????????????? Alibaba Cloud??2025???4??????????????????37%?????????????????AI?????????10???????????3???????????????????wen3.5?????ModelStudio?????????(Bailian)?????????????AI?????????????????????????????????????????????????????????????????????????????????????????MCP???????????????? ?????????????Model Studio????????API????1????????????3????6???????Alibaba Cloud??????????????????AI?????·????????????????? ?Wukong???????? ?????????????????????????????AI?????????????3?????4????????????????????????????????? Huawei Cloud??2025???4?????17%???????????????2??????????????????????????????????????????????????????????????????AI??????????????2???????????????Industry AI Foundry??????????????????????????????????????????????????????????????AI????????????·???·????????????????????????????? ???Huawei Cloud????????????????????????????????·?????????????????CodeArts????????????????????????????7???????3??Huawei Cloud??????????????????????2????(2,890??????????45?8,556??)?AI??????????????????AI??????????????????????? Tencent Cloud??2025???4?????????????????????10%???????????????????????????????????????????????????1??Tencent Cloud??????????????????(ADP)??????????????????????????????GraphRAG?????????????????????????????????????WorkBuddy???QClaw???????????????????????????????3??????????????????????????MaaS??????????TokenHub???????????????????????????????????????????????????????????????????????????????????????????????????·???????????????????????? ?????(Omdia)?????????????? ?????(Omdia)???????????????????????????????????????????????????????????????????????? ?????·??·?·????(BMaaS) ??????????·??·?·????(IaaS) ????????·??·?·????(PaaS) ????·??·?·????(CaaS) ?????? ?????(Omdia)???? ?????(Omdia)???????????(TechTarget, Inc.)??????????????????????????·????????(Informa TechTarget?Nasdaq: TTGT)??????????????????????·?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????(ROI)??????????????????????????????????????? ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????? businesswire.com????????????:https://www.businesswire.com/news/home/20260426098967/ja/ Fasiha Khan: fasiha.khan@omdia.com
Eric Thoo: eric.thoo@omdia.com Original: ?????(Omdia)?????????????????2025?Q4?26%??AI?????????????????

Omdia: Global Smartphone Shipments Exceed Expectations With 1% Growth in 1Q26, but Second-Half Outlook Remains UncertainApril 30, 2026 1:03 AM
Business Wire
The global smartphone market shipped 298.5 million units in 1Q 2026, growing 1% year-on-year (YoY), according to Omdia. The quarter was shaped by two opposing forces. Vendor-led front-loading - as Samsung, Apple, and others accelerated sell-in ahead of expected inflation in memory and component costs - supported momentum and contributed to performance exceeding initial industry expectations. However, macroeconomic headwinds continued to weigh on end-consumer demand. Persistent inflation has compressed household discretionary budgets, creating a widening gap between channel sell-in and underlying sell-out. This imbalance is expected to lead to a more pronounced correction in 2Q 2026 and the second half of 2026.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260429020190/en/Worldwide smartphone shipments, 1Q22 to 1Q26
Vendor Highlights


Against industry expectations, Samsung retained its position as the world's leading vendor, shipping 65.4 million units (+8% YoY). The result reflects resilience across both ends of its portfolio: entry-level A-series volume anchored emerging market shipments, while strong demand for the Galaxy S26 series drove premium growth.


Apple shipped 60.4 million units, up 10% YoY. The iPhone 17 series remained the primary growth driver, with the newly launched iPhone 17e delivering a particularly strong debut in telco-driven markets such as the EU and Japan. The iPhone 17 Pro and Pro Max outperformed their predecessors at launch, with Mainland China recording an especially strong result at +42% YoY.


Xiaomi shipped 33.8 million units, down 19% YoY, marking the steepest decline among the top five vendors. With more than half of Xiaomi's shipments concentrated in the sub-$200 segment, the brand remains disproportionately exposed to memory cost inflation, which has compressed margins and weighed on volumes in its core price tier.


OPPO (including realme and OnePlus) ranked fourth with 30.7 million units, down 6% YoY, followed by vivo in fifth place with 21.3 million units, down 7% YoY. Both vendors recorded single-digit declines consistent with softer Q1 sell-through, following accelerated entry-level channel fill in Q4 2025.


Outside the top five, HONOR was the fastest-growing vendor in the top 10 with 19.2 million units shipped, up 19% YoY. Growth was driven by strong international momentum, as HONOR more than doubled its shipment volume YoY in the Middle East and Africa. In its domestic Mainland China market, HONOR declined amid intensifying competitive pressures.


Market Dynamics: Front-Loading, Inflation, and the Road Ahead


The Q1 2026 outcome reflects a market in the early stages of a supply-side disruption cycle, driven by sustained increases in memory, storage, and processing component costs. Omdia characterizes the current environment as the growth phase of a three-stage cycle, where continuous price increases incentivize vendors and channel partners to pull forward orders to mitigate future cost exposure.



Front-loading effects: Vendors accelerated sell-in ahead of further anticipated cost increases, supporting headline shipment growth but creating an inventory overhang. Channel partners also built excess stock to hedge against rising end-prices, amplifying the pull-forward effect.



Consumer demand divergence: While sell-in was elevated, end-demand remained more measured. Persistent inflation in essential categories compressed discretionary spending, extending replacement cycles and increasing consumer selectivity, particularly in mid-to-premium segments.



Pricing pressure on entry segments: Vendors have begun passing through cost increases, particularly in entry-level models where margin buffers are limited. This has had a more pronounced impact in emerging markets, where price sensitivity is higher, further constraining demand and exacerbating the divergence between sell-in and underlying consumption.



“The Q1 2026 performance reflects a market where supply-side dynamics have temporarily distorted underlying demand signals. Front-loading activity across both vendors and the channel lifted shipments in the near term, but this has created an inventory overhang that will weigh on subsequent quarters as demand normalizes,” said Omdia Research Manager Le Xuan Chiew.


Market Outlook


The market is expected to transition from a period of front-loaded expansion into a more prolonged phase of adjustment, as elevated channel inventory is absorbed against a weakening demand backdrop. While near-term inventory normalization is anticipated from 2Q 2026, the recovery trajectory is likely to be uneven and more subdued than previously expected.


Inflationary pressures are expected to have a more pronounced and lagged impact on consumer demand in the second half of the year, as the cumulative effect on real incomes and discretionary spending becomes fully visible. This is likely to further extend replacement cycles and weigh on demand, particularly in mid-to-premium segments.


In this environment, vendor priorities will shift toward tightening sell-in discipline, managing inventory risk, and protecting margins, with volume growth remaining constrained. As a result, market performance in H2 2026 is expected to face downside risk, with sell-in increasingly aligned to cautious demand expectations rather than channel expansion.


“The smartphone market has entered a period that will be defined by significant disruption and structural change. Supply-side pressures, particularly across DRAM and storage, have intensified over the past nine months and will remain a critical factor shaping market dynamics over at least the next two years,” said Runar Bjørhovde, Principal Analyst at Omdia.




Global smartphone shipments and annual growth









Vendor






1Q26






1Q25






Annual Growth








Shipment

(Million)






Market

Share






Shipment

(Million)






Market

Share








Samsung






65.4






22%






60.5






20%






+8%








Apple






60.4






20%






55.0






19%






+10%








Xiaomi






33.8






11%






41.8






14%






-19%








OPPO






30.7






10%






32.8






11%






-6%








vivo






21.3






7%






22.9






8%






-7%








Others






86.8






29%






83.9






28%






+3%








Total






298.5






100%






296.9






100%






+1%








Notes: OPPO includes OnePlus and realme. Xiaomi includes sub-brands Redmi and POCO. Percentages may not add up to 100% due to rounding.








Source: Omdia






© 2026 Omdia







About Omdia


Omdia, part of TechTarget, Inc. d/b/a Informa TechTarget (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260429020190/en/
Fasiha Khan: fasiha.khan@omdia.com

Eric Thoo: eric.thoo@omdia.com


Original: Omdia: Global Smartphone Shipments Exceed Expectations With 1% Growth in 1Q26, but Second-Half Outlook Remains Uncertain

New Omdia Research States That Cellular IoT Data Traffic Will Reach 218.6 Exabytes by 2035April 28, 2026 4:05 AM
Business Wire
Data traffic from cellular IoT connections is expected to rise to 218.6 exabytes (EB) by 2035, according to Omdia’s latest research. This increase is fueled by a growing demand for data that can be analyzed, with the goal of improving operational efficiency and creating new revenue opportunities for businesses.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260427949177/en/Total IoT data traffic by vertical, 2023-2035
The research revealed that the majority of cellular IoT data traffic will come from the automotive sector, with key use cases including infotainment services such as video and audio streaming, as well as firmware over-the-air updates. Over the forecast between 2025 to 2035, automotive data traffic will rise from 30.7 EB to 135.4 EB, driven by the integration of infotainment systems in newer vehicles and rising consumer adoption of these services, many of which are expected to rely on 5G connectivity. According to the report, transport and logistics are poised to become the next major sector for cellular IoT data traffic, while all other sectors combined will contribute less than 29% of the total traffic beyond 2025.


Alexander Thompson, Senior Analyst for IoT at Omdia stated, “The rising number of vehicles with smart features, particularly infotainment, will cause cellular IoT data traffic to boom over the next decade. Other video-based use cases will also generate significant amounts of data.”


“While cellular IoT data traffic remains dominated by use cases that require mobility, such as automotive and logistics, emerging trends like remote vision, which enables cameras to be added in a wide range of devices, from delivery robots to industrial machinery, and agentic AI, driving growth in peer-to-peer machine traffic, are increasing demand for greater edge processing power and accelerating 5G adoption. Together, these trends are creating additional data traffic demand that did not exist several years ago," added Andrew Brown, Practice Lead for IoT at Omdia.


The report also emphasizes that Asia & Oceania will produce the highest amount of cellular IoT data traffic, comprising 50.6% of global cellular IoT data traffic in 2025. The region has traditionally been an early adopter of new technology and also has a significant number of video cameras installed, which will help drive traffic growth.


ABOUT OMDIA


Omdia, part of TechTarget, Inc. d/b/a Informa TechTarget (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260427949177/en/
Fasiha Khan: fasiha.khan@omdia.com

Eric Thoo: eric.thoo@omdia.com


Original: New Omdia Research States That Cellular IoT Data Traffic Will Reach 218.6 Exabytes by 2035

?????(Omdia)?AI??????????????2026???????????62.7%??????????April 27, 2026 11:53 PM
Business Wire (???????) --
( Omdia)?2026???????????62.7%??????????????????????????????????????????????????DRAM????????????????????NAND?2025?????4?????????????????

?????????????????????????????????????????????:https://www.businesswire.com/news/home/20260423203721/ja/Greatest market contributors to semiconductor revenue growth in 2026
???????IC???????????????????HBM(High Bandwidth Memory)??????????????????????????? HBM?????????????????????????????????????????????????????2026???????????????????????????????2027???????????????


???2026???????????????????????????????????????????????????????????????????????????????????????????????????????????????? ???????????????????????????????????????????????????????????????????????????????????????????????????


??????????????????????2026?????????????????90%??7,000????????????????????????????????????????????????????????????????IC???????????


???????????????????????????????????2026?????????????????????????????????????????????????????????????????????????????????(BOM)??????????????????????????????????????????????????????????????????????????????????AI???????????????????? ??????????????????·????????????????????????????????????


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?????(Omdia)????·??????·???????? Myson Robles-Bruce ???AI????Q&A??????????????????????????????????IC??????????????????????????????????????????????????????????????????????????????????AI??????????????????????????????????????????????????????????????????????


?????????????????????????????????????????AI?????????????????????????????? ???????????????????????????????????????????????????????????????????????????????????????????????????????????????


?????(Omdia)????????????????????2026????????????????????


Omdia????


?????(Omdia)???????????(TechTarget, Inc.)??????????????????????????·????????(Informa TechTarget?Nasdaq: TTGT)??????????????????????·?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????(ROI)???????????????????????????????????????


?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????

businesswire.com????????????:https://www.businesswire.com/news/home/20260423203721/ja/
???

Fasiha Khan:fasiha.khan@omdia.com

Eric Thoo:eric.thoo@omdia.com


Original: ?????(Omdia)?AI??????????????2026???????????62.7%??????????

?????(Omdia)????TV OS?????????2030?????????28%??????????April 27, 2026 10:53 PM
Business Wire (???????) --
?????(Omdia)???? TV Design & Features Tracker????????2022????????????TV????????????(OS)??2030???????TV OS???28%???????????????2025??21%?????????????????? TV??????????????????????TV OS???????????????????????????????

?????????????????????????????????????????????:https://www.businesswire.com/news/home/20260421604128/ja/?? - ???OS??????????
????????Google TV??32%????????????????VIDAA???Titan OS???TiVo????3???????????????????????????????????3??????????????????Google TV?????????????????????????????????????


???TV OS????????????


???????????????????????????TV????????????????·???????????????????????????????????


?Google TV????????????????Google????????????????VIDAA???Titan OS???TiVo???????????????????????????????TV??????????????????????????????????FAST(Free Ad-Supported TV)??????????????????????


???3?????????????Linux???????????Android???????Web???????????????????????????????????????????????Google TV????????????????????????????????????????????????????? ??????1????????????2026??????????????TV?????????????????????????OS?????????????????????????????????????????TV??????????????????????4K?????????????????


????TV??????????????????????


????????????????TV?????????????????(UX)????????????????????????????Google TV????????????????????????????????????????????????????????????Philips??Titan??Hisense??VIDAA?????????????????????????????????????????????????????


?????????Titan OS???TiVo?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????


?Titan OS???TiVo???????????????????????????????????????????????????????????????????????TV??????????????????????????????????


?????(Omdia)??2028??????????????????????????VIDAA???Titan OS???TiVo??????????1,190??????????????????????57%??Hisense????????VIDAA?????????????????????????????? ?????(Omdia)??2030?????VIDAA?????????1,800?????????????700??????????????


?CES 2026?????VIDAA OS??????????????????????(Omdia)????????????????????????Patrick Horner???????? ???????????? ???????????????????????????????????????????V Home OS????????????????Microsoft??????????????Copilot???AI?????????????????????????AI???????????????????????????????????????????AI???????????????????????????????????????????????????????????????


?????(Omdia)????


?????(Omdia)???????????(TechTarget, Inc.)??????????????????????????·????????(Informa TechTarget?Nasdaq: TTGT)??????????????????????·?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????(ROI)???????????????????????????????????????


?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????

businesswire.com????????????:https://www.businesswire.com/news/home/20260421604128/ja/
Fasiha Khan: fasiha.khan@omdia.com

Eric Thoo: eric.thoo@omdia.com


Original: ?????(Omdia)????TV OS?????????2030?????????28%??????????

Omdia: Mainland China Cloud Infrastructure Spending Rises 26% in Q4 2025, Driven by AI and Agent GrowthApril 27, 2026 2:24 AM
Business Wire
Mainland China’s cloud infrastructure services spending reached $14.7 billion in Q4 2025, up 26% year-on-year, according to new research by Omdia. This marked a continued acceleration from the previous quarter and the third consecutive quarter of growth above 20%. Looking ahead, Omdia forecasts that China’s cloud infrastructure services spending will grow by 26% in 2026.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260426650019/en/Mainland China cloud infrastructure services spend, Q4 2025
In Q4 2025, AI remained the market’s primary growth driver, but its impact expanded beyond model-related demand to support broader cloud infrastructure consumption and enterprise deployment capabilities. At the same time, market attention is shifting from models themselves toward product forms such as agents that are more closely aligned with real-world business processes. Competition is increasingly centered on product readiness, operational capability, and the depth of scenario integration. As AI adoption moves closer to real business workflows, collaboration across the broader ecosystem is also set to play a more important role.


Mainland China’s cloud infrastructure services market continued to recover in Q4 2025, posting 26% year-on-year growth. AI-related demand remained the central growth driver. As enterprise AI adoption deepened, market growth was increasingly supported not only by model usage, but also by the broader rollout of enterprise AI, the expansion of private AI deployments, and rising demand for traditional cloud resources such as compute, storage, and databases.


“This reflects a broader shift in the role of AI, from a standalone technical capability into a wider driver of infrastructure demand,” said Rachel Brindley, Senior Research Director at Omdia. “As enterprises embed AI across a wider range of real-world business scenarios, deployment models, data environments, and operational frameworks are becoming increasingly complex. As a result, demand for cloud resources is extending beyond model consumption to the broader infrastructure layer.”


AI commercialization is also gradually evolving beyond chatbot-style applications toward execution-oriented applications, particularly agents. The rapid emergence of OpenClaw in China has further heightened market attention on this shift. More importantly, it has given the market a clearer view of how agents can connect workflows, tool use, and external systems through conversational interfaces, while being packaged into product forms that are more closely aligned with business process.


“As conversational interfaces, workflows, and enterprise systems are increasingly integrated into the invocation and execution chain of agents, the focus of market competition is beginning to shift,” said Yi Zhang, Senior Analyst at Omdia. “It is moving beyond models and platform capabilities alone toward the deliverability and operational maturity of agent products, as well as the depth of their integration with real-world business scenarios.”


As this shift becomes more visible, China’s leading cloud vendors are responding in different ways, with each placing emphasis on different parts of the emerging agent landscape. Tencent Cloud is emphasizing the value of the interface layer, accelerating its agent product strategy around mainstream instant messaging platforms and its broader ecosystem, while exploring how messaging and chat interfaces can evolve into points of invocation and execution for agents. Alibaba Cloud is placing greater emphasis on the enterprise platform layer, strengthening enterprise-grade agent platforms and workflow execution capabilities to support agent adoption across business processes. Huawei Cloud, meanwhile, continues to advance AI deployment through industry scenarios, with a stronger emphasis on the integrated development of models, platforms, and solution capabilities.


As agents move closer to real business processes, ecosystem collaboration is becoming more important. In Q4 2025, partner-driven cloud revenue accounted for 25% of the market, with the share expected to rise further as partners help translate AI adoption into business value.


Alibaba Cloud held a 37% share of China’s cloud infrastructure market in Q4 2025, maintaining its lead, while revenue from AI-related products recorded triple-digit year-on-year growth for the tenth consecutive quarter. During the quarter, Alibaba Cloud continued to strengthen its AI full stack portfolio through the launch of Qwen3.5 and further enhancements to its Model Studio platform (Bailian). The latest updates expanded support for agent development and multimodal knowledge management, while adding capabilities such as long-term memory, data connectors, templates, and MCP services. These enhancements helped drive a sixfold increase in average daily token consumption for public model APIs on Model Studio over a three-month period. Alibaba Cloud also launched Wukong, an enterprise-grade AI-native agent platform, extending its model and platform capabilities into more practical enterprise AI deployment. Separately, it expanded its regional infrastructure footprint by opening its fourth data center in Japan in March.


Huawei Cloud remained the second-largest cloud infrastructure provider in China in Q4 2025, with a 17% market share. During the quarter, Huawei Cloud continued to advance its AI strategy through a combination of industry-focused deployment and broader ecosystem support. In February, Huawei Cloud launched its Industry AI Foundry initiative for smart healthcare. As part of this push, it also introduced a cloud-edge-device smart pathology solution that brings together models, platforms, and solution capabilities to accelerate AI adoption in the medical sector. Huawei Cloud also launched the CodeArts coding agent, an engineering-oriented intelligent coding solution for developers and enterprises, with its user base growing sevenfold since public beta. In March, Huawei Cloud further expanded support for AI ecosystem partners by updating its partner policy in China and launching a CNY 200 million ($28.9 million) AI ecosystem fund.


Tencent Cloud held an estimated 10% share of China’s cloud infrastructure market in Q4 2025. It further advanced its agent strategy from development capabilities toward more practical productization and deployment. In January, Tencent Cloud upgraded its agent development platform (ADP), with enhanced support for multi-agent orchestration, GraphRAG, plugin ecosystems, and engineering capabilities. It also launched products including WorkBuddy and QClaw, expanding its agent portfolio across a broader range of usage scenarios. At the end of March, Tencent Cloud released its first agent product landscape and upgraded its MaaS platform to TokenHub, further integrating these products and capabilities into a more unified agent offering. On the infrastructure side, Tencent Cloud also announced plans to add a new cloud availability zone in Frankfurt, further strengthening its presence in Europe.


Omdia defines cloud infrastructure services as the sum of bare metal as a service (BMaaS), infrastructure-as-a-service (IaaS), platform-as-a-service (PaaS) and container-as-a-service (CaaS) and serverless that are hosted by third-party providers and made available to users via the Internet.


ABOUT OMDIA


Omdia, part of TechTarget, Inc. d/b/a Informa TechTarget (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260426650019/en/
Fasiha Khan: fasiha.khan@omdia.com

Eric Thoo: eric.thoo@omdia.com


Original: Omdia: Mainland China Cloud Infrastructure Spending Rises 26% in Q4 2025, Driven by AI and Agent Growth

Omdia Raises 2026 Semiconductor Forecast to 62.7% as AI Drives Global Memory CrunchApril 24, 2026 3:00 AM
Business Wire
Omdia has significantly raised its semiconductor revenue forecast for 2026 to 62.7%, again reflecting unprecedented growth in DRAM and NAND driven by sustained demand and ongoing supply shortages expected to persist through the year. The DRAM market is forecast to nearly double in value, while the smaller NAND segment could quadruple compared to 2025.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260423414383/en/Greatest market contributors to semiconductor revenue growth in 2026
Supply constraints in conventional memory IC supply are being exacerbated by the industry’s focus upon High Bandwidth Memory (HBM) production, which delivers lower volumes but commands significantly higher prices. Strong enterprise and data center demand will continue to shape the 2026 market outlook, with meaningful supply relief unlikely until well into 2027.


Enterprises are implementing a major server refresh cycle in 2026, coinciding with exceptional levels of hyperscaler capital expenditure. Organizations are accelerating the retirement of legacy hardware to support more demanding workloads, creating a significant market opportunity given the scale of installed systems. At the same time, there is a clear shift toward higher-value system designs built on next-generation silicon and advanced connectivity. This trend combined with the ongoing components shortage will push average selling prices upward.


Computing and data storage will lead all segments in semiconductor revenue growth, rising 90% year-on-year in 2026 to exceed $700bn. This is due to strong demand for data center servers and other memory–intensive applications, alongside elevated memory IC pricing.


As previously reported, consumer electronics and wireless applications also present a positive outlook for semiconductor revenue growth in 2026. While smartphone unit shipments are expected to remain relatively flat, semiconductor revenues will increase due to higher memory pricing, significantly raising overall bill of materials (BOM) costs. The market will see multiple flagship launches in addition to the usual model updates. This will include a range of a new wave of foldables, and feature-rich models incorporating AI-enabled capabilities such as advanced photography. Meanwhile, smart watches and fitness and wellness wearables are also projected to deliver meaningful revenue growth.


Looking Ahead


“Supporting the progression of AI beyond simple Q&A use cases has exponentially increased demand for memory and processing ICs, fueling semiconductor industry revenues overall,” said Myson Robles-Bruce, Senior Principal Analyst at Omdia. ”However, questions remain around how quickly suppliers can scale capacity and output of supply, and longer term, which applications will generate sufficient return on investment to justify the current levels of capital expenditure in AI.”


Aside from the macroeconomic pressures, such as tariffs, energy costs, and geopolitical tensions, the industry also faces risks associated with the amount of capital being allocated to AI infrastructure. Current semiconductor revenue growth is being driven primarily by higher average selling prices rather than unit shipment volumes. While similar dynamics have been observed in past cycles such as crypto mining and previous memory super cycles, the scale and breadth across the industry are unprecedented.


Omdia will continue to monitor market developments over the coming quarters and refine its 2026 baseline forecast accordingly.


ABOUT OMDIA


Omdia, part of TechTarget, Inc. d/b/a Informa TechTarget (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260423414383/en/
Contact

Fasiha Khan: fasiha.khan@omdia.com

Eric Thoo: eric.thoo@omdia.com


Original: Omdia Raises 2026 Semiconductor Forecast to 62.7% as AI Drives Global Memory Crunch

Informa TechTarget to Present Customer Success Stories and AI Buyer Journey Solutions At Forrester’s B2B Summit North America 2026April 23, 2026 12:12 PM
Business Wire
B2B technology leaders Iron Mountain and Tanium to showcase powerful GTM transformations supported by partnership with Informa TechTarget


Informa TechTarget (Nasdaq: TTGT), an indispensable partner for GTM success in the B2B Technology sector, today announced its plans for this year’s Forrester B2B Summit North America, which will take place April 26-29 at the Phoenix Convention Center in Phoenix, Arizona. As a Platinum sponsor of the summit, Informa TechTarget will have a significant presence throughout the event, showcasing its expertise in driving go-to-market (GTM) success for B2B marketers and solution sellers, as they address common challenges including the need for tighter marketing-sales alignment, expanding campaigns to engage new customer profiles and buying groups, and the increasingly self-directed, AI-guided buyer’s journey.


“B2B Marketing is at an inflection point. As a B2B tech marketer for 20 years, I can confidently say there has never been a more important time for marketers to connect brand, content, intent, and demand across the entire go-to-market lifecycle, from product strategy to marketing to sales,” said Staci M. Gullotta, Chief Marketing Officer of Informa TechTarget, who will speak at the event. “That’s why I’m so excited to represent Informa TechTarget at this year’s GTM-focused Forrester B2B Summit. With our unique combination of market intelligence, proprietary audiences, exclusive intent data, and brand-to-demand marketing solutions, Informa TechTarget is truly made for this moment. We partner with our customers to support them at any point of their GTM journey, leading with data-driven insights to improve strategies, bolster brand trust and authority, drive targeted engagement, and maximize pipeline and revenue.”


Informa TechTarget’s presence at Forrester’s B2B Summit North America 2026 will include informative sessions with actionable takeaways, offsite events and activations with partners, and a booth in the B2B Summit Marketplace.


Informa TechTarget’s B2B Summit Sessions



If AI Picks the Winners, How Do You Get Chosen? (Monday, April 27, 2:50-3:00 PM): As AI search increases among buyers, companies need to understand—and account for—how their brands and content and being perceived by LLMs and AI answer engines. In this Spotlight Session, Informa TechTarget’s Travis Gonzalez will outline transformative strategies and solutions to align B2B content with AI systems and ensure brand discoverability, authority and trust in the zero-click buyer journey.



Transforming Cybersecurity Marketing, with Tanium (Monday, April 27, 4:30-5:00 PM): In conversation with Informa TechTarget’s Annie Matthews, Katrina Ross, senior integrated marketing director at cybersecurity leader Tanium, will outline how Tanium better aligned its internal teams to enhance marketing results, and used precision data and integrated marketing tactics to drive meaningful revenue pipeline growth.



From Records to Revenue, with Iron Mountain (Tuesday, April 28, 12:15-12:45 PM): In this session, Gullotta will interview Mark Wiragh, North American enterprise marketing director, about the company’s GTM transformation story. He’ll discuss how Iron Mountain, a long time leader in physical records management, has evolved and expanded its GTM strategy to include new customers in the digital records marketplace.



Networking and Engagement Opportunities



Your Indispensable Partner for B2B Go-to-Market Success (Marketplace Booth #300, April 26-29): Attendees are invited to learn about Informa TechTarget’s comprehensive range of solutions and services spanning the full GTM journey, including: AI brand and content strategy, world-class Demand & ABM, trusted B2B tech and vertical audience brands, industry-leading proprietary buyer intent data, and the company’s award-winning, full-scope content creation studio. To learn more or to schedule a time to engage with Informa TechTarget directly at Forrester B2B Summit, click here.



Explore the Cosmos: Party at the Planetarium with Informa TechTarget and NetLine (Monday, April 27, 7:00 PM - 9:00 PM): Summit attendees are invited to the nearby Arizona Science Center to shift their perspectives with an immersive planetarium experience featuring hands-on activations, live illusions, and opportunities to connect with other attendees.



Demandbase BaseLounge @ Blanco Cocina + Cantina: Informa TechTarget will once again be partnering with Demandbase at B2B Summit as a sponsor of BaseLounge, where we will be meeting with mutual customers for strategic, focused conversations on how to generate more pipeline and revenue from your GTM investments with Demandbase + Informa TechTarget. To learn more about this strategic partnership, visit here.



“Forrester’s B2B Summit North America is the premier event for B2B strategy, marketing, and sales leaders, and we’re excited to have a prominent presence at this year’s event,” said Steve Niemiec, Chief Revenue Officer of Informa TechTarget. “This event is a unique opportunity to showcase the incredible work of our customer partners, Iron Mountain and Tanium, and to demonstrate how Informa TechTarget is helping businesses navigate the complexities of AI-driven buyer journeys. We look forward to sharing the stage with these industry leaders and engaging with attendees throughout the summit.”


For more information about Informa TechTarget—including its targeted network of B2B tech and industry media; comprehensive suite of brand, demand and content solutions; and unique proprietary buyer intent data—visit informatechtarget.com.


About Informa TechTarget

Informa TechTarget informs, influences and connects the world’s technology buyers and sellers, helping accelerate growth from R&D to ROI. With a vast reach of over 220 highly targeted digital properties and over 50 million permissioned first-party audience members, Informa TechTarget has a unique understanding of and insight into the technology market. Underpinned by those audiences and their intent data, we offer expert-led, data-driven, and digitally enabled services that deliver significant impact and measurable outcomes to our clients.


Informa TechTarget is headquartered in Boston, MA and has offices in 19 global locations. For more information, visit informatechtarget.com and follow us on LinkedIn.


© 2026 TechTarget, Inc. d/b/a Informa TechTarget. All rights reserved. All trademarks are the property of their respective owners.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260423389326/en/
Media Contact:

Theresa Tepper

PR Director

Informa TechTarget

theresa.tepper@informatechtarget.com


Original: Informa TechTarget to Present Customer Success Stories and AI Buyer Journey Solutions At Forrester’s B2B Summit North America 2026

Omdia: Emerging TV OS Platforms Forecast to Capture 28% of European Market by 2030April 22, 2026 4:00 AM
Business Wire
TV Operating Systems that did not exist in 2022 are forecast to control 28% of the European TV operating system (OS) market by 2030, up from 21% in 2025, according to Omdia’s latest TV Design & Features Tracker. This rapid shift underscores how TV brands are increasingly prioritizing advertising revenue from the TV OS over traditional hardware revenue.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260421901662/en/Europe - TV OS Unit Market Share
In Europe, Google TV currently leads with a 32% share but will lose share gradually to three key competitors: VIDAA, Titan OS and TiVo. These three platforms represent a growing group of independent operating systems that are successfully challenging Google TV in Europe.


Independent TV OS Revenue-Sharing Models


While these platforms differ in their origins, they share a common business philosophy that is highly attractive to European TV manufacturers seeking to protect their profit margins and brand identity.


Unlike Google TV, which largely keeps advertising and data revenue within the Google ecosystem, VIDAA, Titan OS, and TiVo offer active revenue-sharing models. This allows TV brands to earn a continuous stream of income from home-screen ads and FAST (Free Ad-Supported TV) channels long after the initial hardware sale.


All three systems are primarily Linux-based and utilize web-app architectures rather than native Android apps. This makes them significantly lighter and faster, often requiring less powerful, and more cost-effective hardware to run smoothly compared to the more resource-heavy Google TV. This is especially important in 2026, as memory prices have spiked over the last year. The European TV market is highly competitive with slim hardware margins. Adopting a lean OS allows manufacturers to use more affordable processors while still delivering a responsive, 4K-capable interface that avoids the lag often seen in entry-level TV sets.


Controlling Smart TV User Experience and European Content


These platforms provide TV manufacturers with greater control over the User Experience (UX) and viewer data. While Google TV enforces a strict, standardized look and keeps viewer insights for its own ad engine, these independent players allow brands like Philips (Titan) and Hisense (VIDAA) to maintain a distinct brand feel and access their own audience analytics.


Titan OS, being European-built, and TiVo have focused heavily on integrating local European broadcasters into a unified homepage. This content-first approach combines live TV and streaming more seamlessly and resonates better with traditional European viewing habits.


Titan OS and TiVo recently formed a strategic ad-sales partnership in Europe. This gives them the collective ad reach needed to attract major European advertisers, making their revenue-sharing promises more realistic for TV brands


Omdia projects that Europe will reach an inflection point in 2028, when combined shipments of VIDAA, Titan OS and TiVo reach 11.9 million units. 57% of this total volume is expected to be driven by Hisense and the rapid expansion of its VIDAA platform. By 2030, Omdia forecasts that VIDAA will reach 18.0 million units globally, with Europe accounting for 7.0 million units.


“At CES 2026, VIDAA OS underwent a major transformation,” said Patrick Horner, Practice Leader, TV Set Research, Omdia. “The operating system is transitioning to a new name, V Home OS, to reflect its broader role beyond just televisions. A significant partnership with Microsoft was announced to integrate Copilot’s generative AI capabilities directly into the platform, enhancing the user experience with advanced AI services. The name change is part of the wider push by the company to position the platform to be an operating system that encompasses not only AI but also, eventually, acts as a shopping portal.”


ABOUT OMDIA


Omdia, part of TechTarget, Inc. d/b/a Informa TechTarget (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260421901662/en/
Fasiha Khan: fasiha.khan@omdia.com

Eric Thoo: eric.thoo@omdia.com


Original: Omdia: Emerging TV OS Platforms Forecast to Capture 28% of European Market by 2030

Informa TechTarget Expands its Financial Services Industry Coverage to the United KingdomApril 20, 2026 11:00 AM
Business Wire
Informa TechTarget (Nasdaq: TTGT), a leading growth accelerator for the B2B technology and services sector, today announced the extension of its financial services industry coverage to the UK. Effective immediately, Informa TechTarget will enable its customers to reach this expanded audience with its comprehensive suite of data-driven content marketing, demand generation, and audience engagement solutions, including email newsletters, video-based demand generation campaigns, and cutting-edge event amplification services.


This expansion builds on Informa TechTarget’s existing strength in financial services audiences. In the United States, the company’s financial services editorial portfolio includes titles such as Banking Dive, CFO.com, Insurance Dive, and Payments Dive. Collectively, these media brands serve an audience of more than 1.2 million permissioned first-party professionals and solution buyers.


With the recent addition of leading UK-based financial services media brands to the Informa TechTarget editorial portfolio—including Accountancy Age, The CFO, and The Global Treasurer—Informa TechTarget has further expanded this audience to include more than 180,000 first-party new permissioned audience members who work in financial services, fintech, and related professional services roles.


“We’re excited to extend our vertical industry model to include financial services decision-makers in the UK, enabling our global and European customers to inform, influence, engage, and convert in-market B2B solutions buyers in this important market,” said Gary Nugent, CEO of Informa TechTarget.


This launch is part of Informa TechTarget’s plan to grow via expansion of its existing vertical audiences and geographic markets, as well as into new niche industry verticals and geographic markets. Best known for its expansive global technology audience ecosystem, Informa TechTarget’s diverse portfolio of highly targeted B2B technology and vertical industry media sites includes AI Business, BioPharma Dive, Computer Weekly, Cybersecurity Dive, Dark Reading, Grocery Dive, PharmaVoice, and Search Enterprise AI.


This expansion follows a standout year for the company’s editorial brands. In 2025, journalists at Informa TechTarget publications were recognized with 46 editorial awards, from prestigious programs including the American Society of Business Publications, the British Society of Magazine Editors, and the SIIA Jesse H. Neal awards, including a recognition for Best Industry Coverage. And at a time when AI-driven search challenged many online publishers, Informa TechTarget increased AI-driven traffic to its media sites in 2025 by 235%, and quadrupled membership sign-ups from AI referrals.


For more information about Informa TechTarget—including its targeted network of B2B tech and industry media; comprehensive suite of brand, demand and content solutions; and unique proprietary buyer intent data—visit informatechtarget.com.


About Informa TechTarget


Informa TechTarget informs, influences and connects the world’s technology buyers and sellers, helping accelerate growth from R&D to ROI. With a vast reach of over 220 highly targeted digital properties and over 50 million permissioned first-party audience members, Informa TechTarget has a unique understanding of and insight into the technology market. Underpinned by those audiences and their intent data, we offer expert-led, data-driven, and digitally enabled services that deliver significant impact and measurable outcomes to our clients.


Informa TechTarget is headquartered in Boston, MA and has offices in 19 global locations. For more information, visit informatechtarget.com and follow us on LinkedIn.


© 2026 TechTarget, Inc. d/b/a Informa TechTarget. All rights reserved. All trademarks are the property of their respective owners.


Cautionary Note Regarding Forward-Looking Statements


This press release contains “forward-looking statements”. All statements, other than historical facts, are forward-looking statements, including: statements regarding the expected benefits of the transactions consummated on December 2, 2024 (the “Closing Date”) pursuant to the Agreement and Plan of Merger, dated as of January 10, 2024, among TechTarget Holdings Inc. (formerly known as TechTarget, Inc. (“Former TechTarget”)), Informa TechTarget, Toro Acquisition Sub, LLC, Informa PLC, Informa US Holdings Limited, and Informa Intrepid Holdings Inc. (the “Transactions”), such as improved operations, enhanced revenues and cash flow, synergies, growth potential, market profile, business plans, expanded portfolio and financial strength; the competitive ability and position of Informa TechTarget; legal, economic, and regulatory conditions; and any assumptions underlying any of the foregoing. Forward -looking statements concern future circumstances and results and other statements that are not historical facts and are sometimes identified by the words “may,” “will,” “should,” “potential,” “intend,” “expect,” “endeavor,” “seek,” “anticipate,” “estimate,” “overestimate,” “underestimate,” “believe,” “plan,” “could,” “would,” “project,” “predict,” “continue,” “target,” or the negatives of these words or other similar terms or expressions that concern Informa TechTarget’s expectations, strategy, priorities, plans, or intentions. Forward -looking statements are based upon current plans, estimates, and expectations that are subject to risks, uncertainties, and assumptions. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those indicated or anticipated by such forward-looking statements. We can give no assurance that such plans, estimates, or expectations will be achieved, and therefore, actual results may differ materially from any plans, estimates, or expectations in such forward-looking statements. Important factors that could cause actual results to differ materially from such plans, estimates, or expectations include, among others: unexpected costs, charges, or expenses resulting from the Transactions; uncertainty regarding the expected financial performance of Informa TechTarget; failure to realize the anticipated benefits of the Transactions, including as a result of integrating the Informa Tech Digital Businesses with the business of Former TechTarget; the ability of Informa TechTarget to implement its business strategy; difficulties and delays in Informa TechTarget achieving revenue and cost synergies; evolving legal, regulatory, and tax regimes; changes in economic, financial, political, and regulatory conditions, in the United States and elsewhere, and other factors that contribute to uncertainty and volatility, natural and man-made disasters, civil unrest, pandemics, geopolitical uncertainty, and conditions that may result from legislative, regulatory, trade, and policy changes associated with the current or subsequent U.S. administrations; Informa TechTarget’s ability to meet expectations regarding the accounting and tax treatments of the Transactions; market acceptance of Informa TechTarget’s products and services; the impact of pandemics and future health epidemics and any related economic downturns on Informa TechTarget and the markets in which it and its customers operate; changes in economic or regulatory conditions or other trends affecting the internet, internet advertising and IT industries; data privacy and artificial intelligence laws, rules, and regulations; the impact of foreign currency exchange rates; certain macroeconomic factors facing the global economy, including instability in the regional banking sector, disruptions in the capital markets, economic sanctions and economic slowdowns or recessions, rising inflation and interest rate fluctuations on the operating results of Informa TechTarget; and other matters included in Risk Factors of Informa TechTarget’s Form 10-K for fiscal year 2024 (filed with the United States Securities and Exchange Commission (the “SEC”) on May 28, 2025) and other documents filed by Informa TechTarget from time to time with the SEC. This summary of risks and uncertainties should not be considered to be a complete statement of all potential risks and uncertainties that may affect Informa TechTarget. Other factors may affect the accuracy and reliability of forward-looking statements. We caution you not to place undue reliance on any of these forward-looking statements as they are not guarantees of future performance or outcomes. Actual performance and outcomes, including, without limitation, Informa TechTarget’s actual results of operations, financial condition and liquidity, may differ materially from those made in or suggested by the forward-looking statements contained in this press release. Any forward-looking statements speak only as of the date of this press release. None of Informa TechTarget, its affiliates, advisors or representatives, undertake any obligation to update any forward looking statements, whether as a result of new information or developments, future events, or otherwise, except as required by law. Readers are cautioned not to place undue reliance on any of these forward-looking statements.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260417726400/en/
Theresa Tepper

PR Director

Informa TechTarget

theresa.tepper@informatechtarget.com


Original: Informa TechTarget Expands its Financial Services Industry Coverage to the United Kingdom

?????:2026?????AMOLED?????????????????????????????April 20, 2026 4:00 AM
Business Wire (???????) --
???????OLED???????????????????????????????????????????????2026?????AMOLED?????????????????????????????????????

?????????????????????????????????????????????:https://www.businesswire.com/news/home/20260417408298/ja/AMOLED Smartphone display shipment
2025?????????????????????????????????????????2026?????????????????????????????????????????????????????????·???????????????????????????????????????????????????????????????????????????????????????????????????????????????


??????????????????????·??????????????????????????????????????????????????????????????????????????2026?????????????????????????????


??????????????????????????????????????????????????·???????????·?????????????????????????????????·??????????????????·????????????????????????????????????????


???????????????????????????????????????????????????????2026??AMOLED????????????????????7?7,800?????????????7%????????????????AMOLED??????7?????????????????????????AMOLED?????????????AMOLED??????????????????2??????????????????


???????????????·??(??????????????)???????????????????????????????????????????????·???????????????2026??AMOLED?????????????????????????????????????????AMOLED???·???????????????????????????????????????????????????????


?????????


?????????????·????????(Nasdaq:TTGT)?????????????????????????????????????????????·??????????????????????????????????·?????????????????????????????????????????????????????????????????????????????????????????????????????????


??????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????

businesswire.com????????????:https://www.businesswire.com/news/home/20260417408298/ja/
Fasiha Khan: fasiha.khan@omdia.com

Eric Thoo: eric.thoo@omdia.com


Original: ?????:2026?????AMOLED?????????????????????????????

Omdia: AMOLED Smartphone Display Shipments Expected to Decline Sharply in 2026April 20, 2026 4:00 AM
Business Wire
AMOLED smartphone display shipments are expected to decline sharply in 2026 amid rising memory prices and increasing market uncertainty, according to Omdia’s latest OLED Display Market Tracker.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260417708632/en/AMOLED smartphone display shipment
A surge in memory prices since the second half of 2025 has significantly increased component costs for smartphones putting pressure on pricing for new models in 2026. Chinese smartphone brands, whose competitive strength lies in offering a broad portfolio at aggressive price points, are expected to face particular challenges as component costs rise. Concerns that higher prices could dampen demand have already led to many of these vendors to revise their smartphone plans downward.


In contrast, Apple is well positioned to capture additional market share, supported by its stable semiconductor supply chain and higher product margins. A narrowing price gap between Apple and competing devices is expected to support a more aggressive sales strategy in 2026.


Broader macroeconomic factors are also weighing on the market. Ongoing geopolitical tensions and global economic pressures have contributed to rising energy costs and supply chain disruptions. Increases in petrochemical raw materials prices, alongside higher logistics and transportation costs, are further driving up expenses across the value chain and adding to overall market uncertainty.


These dynamics are expected to have a direct impact on the smartphone display market. Omdia forecasts that AMOLED smartphone display shipments in 2026 will fall to 778 million units in 2026, a 7% year-on-year decline. The flexible AMOLED segment is projected to decline for the first time in seven years while rigid AMOLED shipments are expected to contract for a second consecutive year, driven by accelerated migration toward Flexible AMOLED displays.


Brian Huh, Principal Analyst in Omdia’s Display research practice, said, “Despite Apple’s more aggressive iPhone sales strategy, the global AMOLED display market is expected to decline in 2026 due to weakening demand from Chinese smartphone brands. Paradoxically, softer demand may prompt Chinese AMOLED panel makers to adopt more aggressive pricing strategies to maintain their fab utilization rates.”


ABOUT OMDIA


Omdia, part of TechTarget, Inc. d/b/a Informa TechTarget (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260417708632/en/
Fasiha Khan: fasiha.khan@omdia.com

Eric Thoo: eric.thoo@omdia.com


Original: Omdia: AMOLED Smartphone Display Shipments Expected to Decline Sharply in 2026

?????(Omdia)??????????????????????VIDAA?LG??webOS??????????April 19, 2026 11:42 PM
Business Wire (???????) --
?????(Omdia)????????Hisense??????????TV??????????????V(?VIDAA)???2026???????????LG??webOS????????????????????TV????????????????????????????

?????????????????????????????????????????????:https://www.businesswire.com/news/home/20260415462500/ja/Europe TV OS Platform Share of Shipments
VIDAA???????????????Hisense????????????????????????????????????????????????????????????????????????????????????


????????????????????????????????????(Omdia)?????????VIDAA?LG??webOS?????????????????????????????????


????TV OS?????????????????? Hisense??TCL??????????????????????????????????????????????????????????????????????????????????? ?????(Omdia)?????&??????????????????Maria Rua Aguete??????


????Android TV??????????????????????????????????????????????????LG??webOS???Samsung??Tizen???????????????????????????????????????


VIDAA?????????????????????????????????TV????????????????????????????????????????????TV????????????????


?Samsung??LG????10????????????????????????????????????????????????????????????????????????????????????????????????(Omdia)???????·????????David Tett??????


????????????????????????????????????????????????????????????????????????????????????????????????????????


????Titan OS???????????????????????TV????????????????????OS?????????????????????????


?????????


??????(Omdia)???????????(TechTarget, Inc.)??????????????????????????·????????(Informa TechTarget?Nasdaq: TTGT)??????????????????????·?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????(ROI)???????????????????????????????????????


????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????

businesswire.com????????????:https://www.businesswire.com/news/home/20260415462500/ja/
Fasiha Khan: fasiha.khan@omdia.com

Eric Thoo: eric.thoo@omdia.com


Original: ?????(Omdia)??????????????????????VIDAA?LG??webOS??????????

Informa TechTarget to Announce First Quarter 2026 Financial Results; Participate in Upcoming Investor ConferencesApril 17, 2026 8:00 AM
Business Wire
Live Conference Call and Webcast Scheduled to Begin at 5:00 p.m. ET on May 7, 2026


TechTarget, Inc. (Nasdaq: TTGT) (“Informa TechTarget” or the “Company”), a leading growth accelerator for the B2B Technology sector, today announced the date for the release of its financial results for the first quarter ended March 31, 2026, and its participation in upcoming investor conferences.


First Quarter 2026 Earnings:


Informa TechTarget will release its first quarter 2026 financial results after the market closes on Thursday, May 7, 2026. The Company’s Chief Executive Officer, Gary Nugent, and Chief Financial Officer, Dan Noreck, will host a live conference call and webcast at 5:00 p.m. Eastern Time on that day to discuss the Company’s financial results and outlook.


Those wishing to participate via the webcast should access the call through Informa TechTarget’s investor relations website at investor.informatechtarget.com. Those wishing to participate via telephone may dial in at 1-888-396-8049 (USA) or 1-416-764-8646 (International).


The webcast replay will be available through Informa TechTarget’s investor relations website.


Upcoming Investor Conferences:


Informa TechTarget management will participate in the following upcoming investor conferences:



The Needham Technology, Media, & Consumer Conference to be held virtually on May 14, 2026.




The J.P. Morgan Global Technology, Media and Communications Conference in Boston, Massachusetts on May 20, 2026. Informa TechTarget Chief Executive Officer, Gary Nugent, will present at 12:00 p.m. Eastern Time. A live webcast and archived webcast replay of the event can be accessed on Informa TechTarget’s investor relations website.



Informa TechTarget management will be available for one-on-one and small group meetings with investors at both conferences. Investors interested in scheduling meetings with management should contact their respective conference representatives or the Informa TechTarget investor relations team.


About Informa TechTarget


Informa TechTarget informs, influences and connects the world’s technology buyers and sellers, helping accelerate growth from R&D to ROI. With a vast reach of over 220 highly targeted technology-specific digital properties and approximately 57.6 million permissioned first-party audience members, Informa TechTarget has a unique understanding of and insight into the technology market.


Underpinned by those audiences and their intent data, we offer expert-led, data-driven, and digitally enabled services that deliver significant impact and measurable outcomes to our clients..


Informa TechTarget is headquartered in Boston, MA and has offices in 19 global locations. For more information, visit informatechtarget.com and follow us on LinkedIn.


© 2026 TechTarget, Inc. All rights reserved. All trademarks are the property of their respective owners.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260417488794/en/
Investor Inquiries

Daniel Noreck

Mitesh Kotecha

Informa TechTarget

617-431-9200

investor@informatechtarget.com


Media Inquiries

Garrett Mann

Corporate Communications

Informa TechTarget

617-431-9371

garrett.mann@informatechtarget.com


Original: Informa TechTarget to Announce First Quarter 2026 Financial Results; Participate in Upcoming Investor Conferences

?????(Omdia)??????????????????????????????????2026??1????1%?????April 16, 2026 3:24 AM
Business Wire (???????) --
?????(Omdia)??????????2026??1????????????????????????1%?????????6980???????2026??1????????????????????????????????????????????????????????????????????????????Huawei??????1390???20%??????? Apple??1310??????19%?2??Realme??????????????OPPO??1,100??????3???Vivo??1050???????4??Xiaomi??870??????5??????

?????????????????????????????????????????????:https://www.businesswire.com/news/home/20260413682887/ja/Mainland China smartphone market shipment, 1Q23 to 1Q26
?Xiaomi??HONOR??OPPO??vivo???????????????????????????????????????????????1???????????????10??30%????????????????????????????Hayden Hou?????? ????????????????????????????????????????????????Huawei??Apple??????????????????????????????????????????????????????????????????????????????????1?????????????????


?????????????????Lucas Zhong?????????????????????·?????????????????????????????????????????????????????Xiaomi???17 Ultra???????????LOFIC????·?????OPPO???Find N6???????????????????HONOR???Magic V6??????????????????????????????????????????????????????????????????????????????????·??????AI???????????????????????????????AI??????????????????????????????????AI??????????????????????????????????????AI?????????????????????????????????????????????????????????????????????Hayden Hou???????????2026??1?????Huawei??Apple??Xiaomi??OPPO??vivo??HONOR????6??????????94%???????????????????????????????OS???????????????????????????????????????????????????????????????????????AI????????????????????????????·???????????????????2026??????????????10%??????????????




??????????????????????

?????????????????????[2026??1???(1Q26)]








?????






1Q26

????

(??)






1Q26

??

???





1Q25

????

(??)






1Q25

??

???





??

???








Huawei?






13.9






20%






13.0






18%






7%








Apple?






13.1






19%






9.2






13%






42%








OPPO?






11.0






16%






11.3






16%






-3%








Vivo?






10.5






15%






10.4






15%






0%








Xiaom?i






8.7






12%






13.3






19%






-35%








???






12.7






18%






13.6






19%






-7%








??






69.8






100%






70.9






100%






-1%








 






 






 









?Huawei??2021??1???????HONOR??????????OPPO????OnePlus??realme????vivo????iQOO????????



??????????????100%?????????????



??:Omdia Smartphone Horizon Service (sell-in shipments)?2026?4?






 







?????????


??????(Omdia)???????????(TechTarget, Inc.)??????????????????????????·????????(Informa TechTarget?Nasdaq: TTGT)??????????????????????·?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????(ROI)???????????????????????????????????????


?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????

businesswire.com????????????:https://www.businesswire.com/news/home/20260413682887/ja/
Fasiha Khan: fasiha.khan@omdia.com

Eric Thoo: eric.thoo@omdia.com


Original: ?????(Omdia)??????????????????????????????????2026??1????1%?????

Omdia: VIDAA Set to Overtake LG's webOS in Europe as Chinese TV Brands Gain GroundApril 15, 2026 7:16 AM
Business Wire
Omdia forecasts that V (formerly VIDAA), the smart TV operating system developed by Hisense, is set to overtake LG’s webOS in European shipments in 2025, signaling a significant shift in the competitive dynamics of the smart TV market.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260415032885/en/Europe TV OS Platform Share of Shipments
VIDAA’s rapid growth has been driven by the strong momentum of Hisense and its expanding footprint across Europe. The company has significantly increased its market share in recent years, supported by competitive pricing, broader distribution, and high-profile global marketing campaigns.


This growth is now translating into platform scale. Omdia data shows VIDAA steadily closing the gap with LG’s webOS, with shipments expected to surpass it this year.


“The European TV OS market is undergoing a structural shift,” said Maria Rua Aguete, Head of Media and Entertainment at Omdia. “Chinese manufacturers like Hisense and TCL are not only gaining share in hardware, but are now scaling their own platforms, challenging the long-standing dominance of Korean players.”


While Android TV continues to lead the market, benefiting from broad adoption across multiple brands, the competitive landscape is becoming increasingly fragmented. Both LG’s webOS and Samsung’s Tizen have seen gradual declines in share as alternative ecosystems gain traction.


The rise of VIDAA reflects a broader industry trend, with Chinese TV brands gaining ground on Korean manufacturers in both shipment volumes and platform influence, reshaping the smart TV ecosystem in Europe.


“Samsung and LG have built large installed bases over the past decade, reaching tens of millions of households,” said David Tett, Principal Analyst at Omdia. “However, Chinese vendors are rapidly expanding their installed base, driven by strong shipment growth across Europe.”


This increasing fragmentation presents new challenges for advertisers and content providers. As audiences spread across multiple platforms, achieving scale will require more sophisticated, multi-platform strategies.


At the same time, new entrants such as Titan OS are gaining traction, highlighting how quickly the European TV operating system landscape is evolving.


ABOUT OMDIA


Omdia, part of TechTarget, Inc. d/b/a Informa TechTarget (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260415032885/en/
Fasiha Khan: fasiha.khan@omdia.com

Eric Thoo: eric.thoo@omdia.com


Original: Omdia: VIDAA Set to Overtake LG's webOS in Europe as Chinese TV Brands Gain Ground

Neoclouds Not Ready for AI Networking, Omdia WarnsApril 15, 2026 4:00 AM
Business Wire
Audit probes scale, resilience, and sovereignty; enterprises urged to check five risk areas


Many neoclouds are not prepared for the networking demands of artificial intelligence, according to a new audit by Omdia, which warns enterprises to scrutinize suppliers beyond raw compute capacity.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260415649117/en/AI models Network traffic and performance variations
Omdia’s study, covering 50 neoclouds, finds that providers have scaled compute for AI workloads, but networking infrastructure is becoming a critical constraint. AI performance increasingly depends on the ability to process and move data securely across distributed environments and geographies.


“Network infrastructure will make or break neoclouds,” said Camille Mendler, Omdia Research Director, Telco B2B. “Low-latency, resilient and secure connectivity- from backbone to edge - is table stakes for success, not least because sovereignty spans where AI workloads move.”


Omdia identifies five key risk areas that enterprises adopting AI should investigate:



In-house skills: 43% of neoclouds are seeking network engineers and security specialists to fill urgent competency gaps.



Accountability: Certifications and service commitments for network uptime, security and data sovereignty need scrutiny; over a third of neoclouds minimize contractual liability.



Cloud on-ramps: High-speed interconnection to clouds via public and private peering helps secure consistent performance; more than half of neoclouds do not use Internet peering exchanges.



IP assets: IP address ownership supports rapid growth, traffic localization and routing control; 46% of neoclouds only control small IPv4 address blocks.



IP transit resilience: One in five neoclouds relies on one IP transit provider, potentially creating a single point of failure.



Neocloud networking capabilities vary from rudimentary to advanced, depending in part on their origins, which include bitcoin mining, content distribution, and web hosting.


Omdia found that neocloud networking strategy is in flux globally. Many are rushing to partner, buy or build infrastructure as their dependency on networking grows:



A group of 15 providers led by Tier 1 IP backbone owners Arelion, Cogent, and Lumen control 47% of all identified neocloud IP transit relationships.



Neoclouds use 64Tbps of aggregated port capacity at 191 Internet Exchanges (IXPs) worldwide, with Frankfurt’s De-CIX accounting for 10% of all port capacity.



Equinix and Digital Realty interconnect the most neoclouds within their global facilities.



Omdia’s Telecoms group provides insights on neoclouds and AI networking across multiple expert teams:



Telco B2B Strategies: Neocloud networking and partnerships


Camille Mendler: How Neoclouds Use the Internet: Where AI Interconnects



Kerem Arsal: Telcos and Neoclouds: Synergies and Case Studies







Telco B2B Solutions: AI network traffic and enterprise adoption


Brian Washburn: AI Network Traffic Report: 2026 Update Analysis







Service Provider Strategies: Sovereignty


Sarah Mc Bride: Digital Sovereignty: Data Protection, Residency, and Localization Policies and Regulation






ABOUT OMDIA


Omdia, part of TechTarget, Inc. d/b/a Informa TechTarget (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260415649117/en/
Fasiha Khan: fasiha.khan@omdia.com

Eric Thoo: eric.thoo@omdia.com


Original: Neoclouds Not Ready for AI Networking, Omdia Warns

?????(Omdia)??????????????????????????????????2026??1?????????????????1%?????????????April 14, 2026 4:17 AM
Business Wire (???????) --
??????????????????2026??1??????????????????????1%????????????????????????????????????????(??????????)????????????????????????????????????????????????????????????????????????????????????????????????????????????????DRAM?NAND?????1??????????90%?????2????????30%?????????????????(BOM)??????????????????????????????????????????????????????????????

?????????????????????????????????????????????:https://www.businesswire.com/news/home/20260410556342/ja/Global smartphone market grew 1% in 1Q26 as cost pressures build and demand outlook weakens.
Samsung???1????????????????????????????????????????????????????????????Galaxy S26??????????????????Galaxy S25???????10%???????????????Apple?????????????????????????????????????????iPhone 17?????????????????? ??2??????Android?????????????????????????????????????????????????????????????????????????????????????????????????????????Huawei???????????????HONOR??????????????????????


????????????????Sanyam Chaurasia???????????????????????????????????????????????????????????????????Xiaomi??TRANSSION????????????????????????????????????????????????????????????Apple??????????????Samsung???????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????


????????????????Runar Bjorhovde?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????2026??????????????????????????????????15%?????????????????




??????????????????

????????????????????:2026??1???








????






2026Q1




?????






2025Q1




?????








Samsung?






22%






20%








Apple?






20%






19%








Xiaomi?






11%






14%








OPPO?






10%






11%








Vivo?






7%






8%








???






29%






28%








 






 









??:????????????????????????????????



??:Xiaomi???Redmi?POCO?vivo???iQOO?OPPO???realme?OnePlus??????



??:Omdia Smartphone Horizon Service(??????????)?2026?4?







?????????


??????(Omdia)???????????(TechTarget, Inc.)??????????????????????????·????????(Informa TechTarget?Nasdaq: TTGT)??????????????????????·?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????(ROI)???????????????????????????????????????


?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????

businesswire.com????????????:https://www.businesswire.com/news/home/20260410556342/ja/
Fasiha Khan: fasiha.khan@omdia.com

Eric Thoo: eric.thoo@omdia.com


Original: ?????(Omdia)??????????????????????????????????2026??1?????????????????1%?????????????

?????(Omdia)??????????????????????2026??1???????PC?????3%?????April 14, 2026 4:06 AM
Business Wire (???????) --
???????????????2026??1??????????PC???????PC???????????????????????3.2%??6,480?????????????PC(????????????????)??1?????????5,080????????????2.6%?????????????????PC(??????·????????????)???????????5.4%??1,400????????????????????????????????????????????????????????????????????????????Windows 10?????·???????????Windows?OEM?Apple????????????????????????????????

?????????????????????????????????????????????:https://www.businesswire.com/news/home/20260409913661/ja/Worldwide desktop and notebook shipments, 1Q23 to 1Q26
??????????????????????????????1????????????????????????????????????????????????????Ben Yeh?????????????????????????2????????????????????????????????PC???????????????????????????????????????????????


AI?????????????????????????????????????????????????????????2025??1???????????5?????????3??????????????CPU???????????????????????????Intel??AMD???2???????10~25%??????????????


????????????????????????????????????????????????????????????????????????????????1?????????????????????????????????????????????????????????????????????????????????????????????? ????????2025??1????????????????????????????????????????????????????????? 2025????????????????????????????????????????????????????2026?????????????????????




?????????PC??????PC????

(?????????????)




?????PC?????·???:2026??1???








????






2026?1Q

????






2026?1Q

?????






2025?1Q

????






2025?1Q

?????






??

???








Lenovo?






16,529






25.5%






15,205






24.2%






8.7%








HP?






12,142






18.7%






12,761






20.3%






-4.9%








Dell?






10,291






15.9%






9,548






15.2%






7.8%








Apple?






7,112






11.0%






6,750






10.7%






5.4%








ASUS?






4,622






7.1%






4,014






6.4%






15.1%








???






14,149






21.8%






14,570






23.2%






-2.9%








??






64,844






100.0%






62,848






100.0%






3.2%








 






 






 






 






 






 









??:????????1,000?????????????????????100%?????????????



??:Omdia PC Horizon Service(???????)?2026?4?




 







???????????



Lenovo??1Q26??????????????????8.7%???????????????1,652??????????25%??



HP??2????????????????????????4.9%????????1,214??????



Dell??2025??4????????????????7.8%??1,029??????



Apple???MacBook Air????????MacBook Neo?????????????5.4%???????11%????



Asus??2???????????462???????7.1%??????



?????????


?????(Omdia)????????????????????????????????????·????????(Nasdaq:TTGT)??????????????????????·?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????(ROI)???????????????????????????????????????


?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????

businesswire.com????????????:https://www.businesswire.com/news/home/20260409913661/ja/
Fasiha Khan: fasiha.khan@omdia.com

Eric Thoo: eric.thoo@omdia.com


Original: ?????(Omdia)??????????????????????2026??1???????PC?????3%?????

?????(Omdia)?2030??????????????·??????1?????????????????????????April 9, 2026 5:23 AM
Business Wire (???????) --
???????????FED Show????????????&?????????????????????·??·??????????????????????????????????·???????2030????1??????????????????????·??????????????????????????????????2025??7,750??????2030???1?300??????????????????????????????????????????????????

?????????????????????????????????????????????:https://www.businesswire.com/news/home/20260401188510/ja/Global traditional TV & online video revenue by type, 2025 & 2030
??????????&??????????????????Maria Rua Aguete????????FED Show????????????????2030???????????????????????????1????????????????????????????????????????2025??7,750????(?1?2,368??)??2030???1?300????(206?4,908??)???????????????????????????????????????


?????·???????????????????2025??3,090??????2030???5,400???????????????????40%??53%??????????????????????????Meta?TikTok?YouTube????????·???·????????????????????2030???????????????????4,000?????????????????????????????·???????????????????????????????????????????????????????????????????·????????????????????????????????????


???????????????????????2025??3,090?????2030???5,400??????????????????40%??53%????????????????????Meta?TikTok?YouTube???????????????????????????????2030???????????????????4,000?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????


?????·????????????????????????(????)????2025??1,740??????2030???2,160?????????????????????????????????????????????????????????????????????????????


???????????????????????????????????2025??1,740?????2030???2,160????????????????????????????????????????????????????????????????????????


?????????????????????????????TV???2025??1,230??????2030???1,130???????????????16%??11%??????????????????????(??????????????)?1,690??????1,590????????????????????????????·???????????????????????????????


????????????????????????????2025??1,230?????2030???1,130????????????16%??11%?????????????TV???(????????????????????)??1690?????1590???????????????????????????????????????????????????????????


Maria Rua Aguete?????????????????????????????????????????·????????????????????????????????????????????????TV????????????????????????????????


???????????????????????????????????????????????????????????????????????TV???TV?????????????????????????


???1??????????????????????????????????????????????????????·?????????????????????????????????


???1?????????????????????????????????????????????????????????????????????????????????????


?????????


????????????????(TechTarget, Inc.)??????????????????????????·????????(Informa TechTarget?Nasdaq: TTGT)??????????????????????·?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????(ROI)???????????????????????????????????????


??????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????

businesswire.com????????????:https://www.businesswire.com/news/home/20260401188510/ja/
Fasiha Khan: fasiha.khan@omdia.com

Eric Thoo: eric.thoo@omdia.com


Original: ?????(Omdia)?2030??????????????·??????1?????????????????????????

?????(Omdia)???????????AI?????????????2025?Q4??????????????29%????April 6, 2026 4:07 AM
Business Wire (???????) --
??????????2025?Q4???????????????????1,109??????????????29%?????????????????????20%????????????6?????????????AI???????????????????????????????AI???????????????????????

?????????????????????????????????????????????:https://www.businesswire.com/news/home/20260326518488/ja/Top cloud vendors’ market share trends, Q1 2021 to Q4 2025
2026?????????????????????????????????27%???????????????????????????????AI????????????????????????????????????????


¦ ??????????????????(2021?Q1?2025?Q4)


???????AWS?????24%?????????Microsoft Azure?Google Cloud????????39%?50%??????????????AI??????GPU???????????????????????CPU????????????????????????????????????????AI??????????????????????????????????????????????????????????????????????????????????????AI??????????????????????????????????????????????????????????????????????????


????AWS?Microsoft?Google Cloud??????????????????????????AI?????????????????????????????????????????????????????????AI?????????????????????????AWS?2026???????2,000????????????????2025???1,320??????50%?????????????Microsoft?????????375???????????????150????????????Google?????2026??????????1,750??1,850?????????????????2??????????????


????????????????Rachel Brindley?????????????


???????????????????????????????????????????????????????????????????????????????????????????????????AI??????????????????????????????????????????????????????????????


???????????????????????????????????????????AI?????????·???????????


????????????????????????????????????????????????????????????????????????????????????????Yi Zhang???????????????????????????????????????????????????????????????????AI????????????????????


????AWS??Kiro?Amazon Quick?Transform?Connect??????????????????????????Microsoft?????????????????????????????????????????????????


¦ ?????????????????(2025?Q4)


AWS??2025?Q4?????????????????????????????????32%????24%???????????????????????Q4??????2,440???????????????????????Amazon Bedrock?????????????????????????????60%???????????2025?12?????Nova Forge???? ???Amazon Nova???????????????????????????????????????(Novellas)?????????????????AI????????????????????????????????????Kiro?Amazon Quick?Transform?Connect???????????????????????????????AI????????????????????????????AI?????????????????????????????????????????????????????????????????


Microsoft Azure?2025?Q4????2?????????????????????????22%????39%???????????2025?12????Microsoft??Azure AI Foundry??????????????Mistral Large 3?GPT-5.2?Claude Opus 4.6??????????????????????AI???????????????????????????Azure????????AI???????????????????????????2026?2??????????????????????????Azure Copilot??????????????????3?????????????????????Azure Copilot?GitHub Copilot?????????????????????????????????????????????????????2026?2?????????????????????????2026?Q4????????????????????????AI??????????????


Google Cloud?2025?Q4????3???????????????????????50%?????????????????12%???????????????2,400????????Q3?1,577???????????????????????2026?1??Google??Apple??????????????????????Gemini????Google Cloud????????????Apple Foundation Models????????2025?12????Google Cloud?????????AI???????????Vertex AI?????Gemini Embedding?Gemini 3.1 Pro?Nano Banana Pro/2??????·??????????????????????????????????????????????Vertex AI Agent Builder??????????????????????????????Provisioned Throughput?????????????AI????????????????????


¦ Omdia??????????????????


????????????????????????????????????????????????????????????????????????????



?????·??·?·????(BMaaS)



??????????·??·?·????(IaaS)



????????·??·?·????(PaaS)



????·??·?·????(CaaS)



??????



?????(Omdia)????


??????(Omdia)???????????(TechTarget, Inc.)??????????????????????????·????????(Informa TechTarget?Nasdaq: TTGT)??????????????????????·??????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????(ROI)????????????????????????????????????????


?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????

businesswire.com????????????:https://www.businesswire.com/news/home/20260326518488/ja/
Fasiha Khan: fasiha.khan@omdia.com
Eric Thoo: eric.thoo@omdia.com


Original: ?????(Omdia)???????????AI?????????????2025?Q4??????????????29%????

?????(Omdia)?Netflix?10?????????YouTube?2027??????????30?????????????April 6, 2026 4:08 AM
Business Wire (???????) --
?????(Omdia)???? ?????Netflix?2027???????????????????10?????????????YouTube????30??????????????

?????????????????????????????????????????????:https://www.businesswire.com/news/home/20260326244464/ja/Netflix and YouTube are the first choice video services in France
??????Omdia?????&??????????????????Maria Rua Aguete??Series Mania???????????????????????????????????????????????????


YouTube????????????????????????Justine Ryst??????????Aguete???????????Netflix?YouTube??????????????????????????1???????????????????????Netflix?18%????????????YouTube?12%??????


?????????YouTube????????????????????????????????·??????????YouTube??????????????YouTube???????????(france•tv?TF1+?M6+)?????????????????????????????????????YouTube??????????????????????·???(????)????????????????????????????????????


?????????YouTube??????????????????????“???????????”????????????????????????????“??????”????????????????


????????????????????????????????????????????Netflix(17%)?Sky(15%)?YouTube(9%)???1?????????????????????????????????????????????


Rua Aguete?????????????


??????????????“???”?????????YouTube??????????????????????????????????????????????????Netflix???????????????????????????????????????


???????????????????????????????????“????????”?“???????????”??????????????????????“????????”???????????????????????


?????(Omdia)????


??????(Omdia)???????????(TechTarget, Inc.)??????????????????????????·????????(Informa TechTarget?Nasdaq: TTGT)??????????????????????·??????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????(ROI)????????????????????????????????????????


?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????

businesswire.com????????????:https://www.businesswire.com/news/home/20260326244464/ja/
Fasiha Khan: fasiha.khan@omdia.com


Eric Thoo: eric.thoo@omdia.com


Original: ?????(Omdia)?Netflix?10?????????YouTube?2027??????????30?????????????

Omdia: Global Online Video and TV Revenues to Exceed $1 Trillion by 2030, Driven by Social Video AdvertisingApril 1, 2026 4:57 AM
Business Wire
Global traditional TV and online video revenues are projected to exceed $1 trillion by 2030, according to new data presented by Maria Rua Aguete, Head of Media & Entertainment at Omdia, at the FED Show in Madrid. Highlighting a major structural shift in the media and entertainment industry, total revenues are forecast to grow from $775 billion in 2025 to $1.03 trillion in 2030, with growth primarily driven by digital formats, especially advertising.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260401036332/en/Global traditional TV & online video revenue by type, 2025 & 2030
Online video advertising will be the main growth engine, rising from $309 billion in 2025 to $540 billion in 2030, increasing its share of total revenues from 40% to 53%. Within the online advertising segment, social video platforms such as Meta, TikTok and YouTube will play a decisive role, generating approximately $400 billion in total streaming advertising revenues by 2030. This trend reflects a fundamental shift towards mobile-first, short-form, and highly personalized video experiences, where discovery algorithms and creator ecosystems are driving both engagement and monetization at scale.


Online video subscription and transaction revenues are projected to increase from $174 billion in 2025 to $216 billion in 2030. While this segment will continue to grow, it is entering a more mature phase, with slower growth compared to advertising-led models.


Traditional segments will continue to lose share. Linear TV advertising is expected to decline from $123 billion in 2025 to $113 billion by 2030, with its share falling from 16% to 11%. Pay TV revenues (subscriptions and transactions) will also decrease, from $169 billion to $159 billion, reflecting ongoing cord-cutting and the continued migration of audiences toward digital platforms.


“The industry is undergoing a profound transformation,” said Maria Rua Aguete. “Social video advertising is becoming the dominant force, reshaping how content is consumed and monetized. Meanwhile, traditional models such as linear TV and pay TV are in structural decline.”


As the industry approaches the $1 trillion milestone, Omdia’s analysis shows that the balance of power is shifting toward digital platforms, with advertising - led by social video - at the center of future growth.


ABOUT OMDIA


Omdia, part of TechTarget, Inc. d/b/a Informa TechTarget (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260401036332/en/
Fasiha Khan: fasiha.khan@omdia.com

Eric Thoo: eric.thoo@omdia.com


Original: Omdia: Global Online Video and TV Revenues to Exceed $1 Trillion by 2030, Driven by Social Video Advertising

Omdia: YouTube Expected to Approach 3 Billion Global Users by 2027 as Netflix Surpasses 1 BillionMarch 26, 2026 8:45 AM
Business Wire
Netflix is forecast to reach over 1 billion monthly active users globally by 2027, while YouTube is expected to approach 3 billion users worldwide according to Omdia.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260326155411/en/Netflix and YouTube are the first choice video services in France
The new data, presented by Maria Rua Aguete, Head of Media & Entertainment at Omdia, at Series Mania, showcases how global platforms are reshaping video consumption across Europe.


During her session with Justine Ryst, Managing Director of YouTube France and Southern Europe, Aguete highlighted that Netflix and YouTube are the leading first-choice options for video services in France, ahead of traditional broadcasters and pay TV. Netflix leads the market at 18%, followed by YouTube at 12%.


The session, “How to Turn YouTube into an Asset for Your Series?”, underlined the evolving role of YouTube in the content ecosystem. While there is significant audience overlap between YouTube and major French broadcasters such as France TV, TF1+, and M6+, the data also shows that a substantial portion of YouTube’s audience sits outside these services, making it a critical platform for incremental reach.


This dual-dynamic positions YouTube as both a complementary platform - enhancing reach among existing TV audiences - and a gateway to new viewers that broadcasters may not otherwise capture.


In the UK, the market reflects a balanced ecosystem between global and local players. Netflix (17%), Sky (15%), and YouTube (9%) rank as the leading first-choice services, highlighting the continued relevance of premium pay TV alongside streaming.


“Scale and reach are critical, but so is complementarity. Platforms like YouTube not only amplify content but also unlock entirely new audiences, while Netflix continues to lead in premium storytelling and engagement,” said Rua Aguete.


The findings reinforce a key industry shift: success increasingly depends on combining global scale with local relevance, leveraging platforms not just as competitors, but as strategic partners to grow total audiences.


ABOUT OMDIA


Omdia, part of TechTarget, Inc. d/b/a Informa TechTarget (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260326155411/en/
Fasiha Khan: fasiha.khan@omdia.com


Eric Thoo: eric.thoo@omdia.com


Original: Omdia: YouTube Expected to Approach 3 Billion Global Users by 2027 as Netflix Surpasses 1 Billion

Omdia: Global Cloud Infrastructure Spending Rose 29% in Q4 2025 as Hyperscalers Scaled AI Infrastructure InvestmentMarch 26, 2026 5:00 AM
Business Wire
According to Omdia, global spending on cloud infrastructure services reached US$110.9 billion in Q4 2025, reflecting year-on-year growth of 29%. Growth accelerated from the previous quarter, marking the sixth consecutive quarter in which the market expanded by more than 20%. As enterprise AI demand shifts from experimentation to production deployment, hyperscalers are increasing investment to expand AI infrastructure capacity.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260326200238/en/Top cloud vendors’ market share trends, Q1 2021 to Q4 2025
Looking ahead to 2026, Omdia forecasts that global cloud infrastructure services spending will grow by 27%, with competitive differentiation increasingly shaped by infrastructure scale, capital efficiency and the strength of AI agent-related platform capabilities.


During the quarter, AWS’s growth accelerated to 24%, while Microsoft Azure and Google Cloud recorded strong year-on-year growth of 39% and 50%, respectively. AI demand is no longer confined to specialized compute such as GPUs, but is also driving broader infrastructure demand across CPUs, storage, and networking. As enterprise AI adoption increasingly centers on agents, workflows, and data integration, organizations require infrastructure environments that can be effectively orchestrated, scaled, and governed. This reinforces the role of cloud platforms as the operational foundation for AI, while continuing to support the migration of both traditional and emerging workloads to the cloud.


Meanwhile, AWS, Microsoft, and Google Cloud all reported backlog growth, pointing to sustained demand and continued enterprise investment in AI and cloud infrastructure. Rising demand is also prompting hyperscalers to step up capital spending to accelerate AI infrastructure expansion. AWS expects capital expenditure to reach US$200 billion in 2026, more than 50% above the nearly US$132 billion recorded in 2025. Microsoft reported quarterly capital expenditure of US$37.5 billion, up by nearly US$15 billion year on year. Google, meanwhile, raised its 2026 capital expenditure guidance to between US$175 billion and US$185 billion, more than double the prior year’s level.


“For cloud vendors, the challenge is no longer just about scaling capacity quickly enough to meet surging demand, but about doing so with discipline across investment pace, resource allocation, and global operational efficiency,” said Rachel Brindley, Senior Director at Omdia. “As AI continues to raise infrastructure requirements while constraints remain, vendors that can expand in a more targeted and efficient way will be best positioned to lead in the next phase of competition.”


At the same time, competition is increasingly extending beyond model access and infrastructure scale toward the application layer, particularly in the development and deployment of AI agents. “For enterprise customers, the key question is whether these capabilities can be embedded into existing systems, workflows, and data environments, and then scaled reliably in production,” said Yi Zhang, Senior Analyst at Omdia. “This is pushing cloud vendors to invest more heavily in tool governance, workflow orchestration, and deployment capabilities, helping AI move closer to operational use at scale.” For example, AWS has introduced productized agent offerings such as Kiro, Amazon Quick, Transform, and Connect, while Microsoft is extending agents into cloud operations and application modernization workflows.


AWS remained the leader in the global cloud infrastructure market in Q4 2025, with a 32% market share and 24% year-over-year revenue growth, up from the previous quarter. It ended Q4 with a total backlog of US$244 billion, underscoring sustained demand. AWS stated that Amazon Bedrock had reached a multi-billion-dollar annualized run rate, with customer spending increasing 60% quarter on quarter. In December 2025, AWS introduced Nova Forge, enabling enterprises to incorporate proprietary data during the early training stages of Amazon Nova models to build customized foundation models, known as Novellas. This supports deeper model customization for enterprise AI agents. AWS has also introduced productized agent solutions including Kiro, Amazon Quick, Transform, and Connect, helping translate AI model capabilities into tangible business value. Meanwhile, AWS continues to expand its global infrastructure footprint, with ongoing investment in data center capacity across Europe and the United States to support growing demand for AI compute.


Microsoft Azure remained the world’s second-largest cloud service provider in Q4 2025, with a 22% market share and year-on-year revenue growth of 39%. Since December 2025, Microsoft has continued to expand the range of models available in Azure AI Foundry, adding models such as Mistral Large 3, GPT-5.2, and Claude Opus 4.6, further reinforcing its position as an enterprise-grade multi-model AI platform. At the same time, Azure is moving agentic AI beyond model access and into enterprise execution. The launch of agentic cloud operations in February 2026 extended Azure Copilot into cloud operations and continuous optimization, while new agentic capabilities introduced in March across Azure Copilot and GitHub Copilot further integrated application modernization into an end-to-end workflow. On the infrastructure front, Microsoft announced in February that its Saudi Arabia East data center region will open in Q4 2026, further extending its localized cloud and AI footprint.


Google Cloud held its position as the world’s third-largest cloud service provider in Q4 2025, delivering robust year-on-year growth of 50% and expanding its market share to 12%. By the end of the quarter, it reported a total backlog of US$240 billion, up sharply from US$157.7 billion in Q3, underscoring improved demand visibility. In January 2026, Google entered a multi-year partnership with Apple to develop the next generation of Apple Foundation Models leveraging Gemini models and Google Cloud technologies. Since December 2025, Google Cloud has continued enhancing its enterprise AI platform, Vertex AI, with additions including Gemini Embedding, Gemini 3.1 Pro, and Nano Banana Pro/2 to further strengthen enterprise capabilities in retrieval, complex reasoning, and multimodal generation. Concurrently, it has strengthened enterprise AI agent readiness through tool governance in Vertex AI Agent Builder and Provisioned Throughput for stable, high-concurrency deployments.


Omdia defines cloud infrastructure services as the sum of bare metal as a service (BMaaS), infrastructure-as-a-service (IaaS), platform-as-a-service (PaaS) and container-as-a-service (CaaS) and serverless that are hosted by third-party providers and made available to users via the Internet.


ABOUT OMDIA


Omdia, part of TechTarget, Inc. d/b/a Informa TechTarget (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets grounded in real conversations with industry leaders and hundreds of thousands of data points, make our market intelligence our clients’ strategic advantage. From R&D to ROI, we identify the greatest opportunities and move the industry forward.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260326200238/en/
Fasiha Khan: fasiha.khan@omdia.com
Eric Thoo: eric.thoo@omdia.com


Original: Omdia: Global Cloud Infrastructure Spending Rose 29% in Q4 2025 as Hyperscalers Scaled AI Infrastructure Investment

Omdia by Informa TechTarget Expands Executive Leadership to Accelerate GrowthMarch 18, 2026 9:12 AM
Business Wire
Technology research and advisory group Omdia by Informa TechTarget is continuing its growth with two strategic leadership appointments that strengthen the company’s focus on innovation, client service, and reaching new markets.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260318851481/en/
Clint Wheelock has joined Omdia as Head of Go-to-Market Insights & Advisory. He brings extensive experience building and scaling high-growth research businesses and leading multiple research and advisory organizations. In this role, Wheelock will drive the development of Omdia’s go-to-market insights and advisory offerings, helping clients make informed strategic decisions and supporting the company’s global growth.


Wheelock comes back to the fold, having previously been the inaugural Chief Research Officer for Omdia. During his time with Informa, following the acquisition of Tractica he also served as EVP of Heavy Reading. Wheelock brings deep experience building and scaling high-growth research businesses, having founded and led Pike Research, Tractica, and most recently Dash Network.


Also joining Omdia is Jean-François Pigeon as Chief Commercial Officer. A specialist in architecting modern Go-To-Market models, Pigeon will orchestrate Omdia’s global commercial engine, aligning Omdia’s Sales, Marketing, Customer Success, and Revenue Operations teams to drive scalable growth and deliver measurable value to clients.


Before joining Omdia, Pigeon held executive roles at Synamedia, Nokia, and Alcatel-Lucent, and led large-scale organizational transformations. His record includes leading the integration for the TechTarget and Informa Tech combination, as well as the global sales integration during the Alcatel-Lucent and Nokia merger - demonstrating his expertise in industrializing GTM motions under a unified commercial strategy.


“Driving forward momentum and market impact, we are thrilled to welcome Clint and Jean-François to Omdia’s leadership team,” said Bill Morelli, President of Omdia by Informa TechTarget. “Their combined expertise in sales leadership and high-growth research businesses will enable us to deliver even greater value to our clients, expand our reach. Building on the strong trajectory established in 2025, we look forward to strengthening our enterprise customer relationships, meeting rising demand for expert guidance, and further scaling our platform.”


About Omdia

Omdia, part of Informa TechTarget, is a technology research and advisory group. Our deep knowledge of tech markets combined with our actionable insights empower organizations to make smart growth decisions.


About Informa TechTarget

Informa TechTarget informs, influences and connects the world’s technology buyers and sellers, helping accelerate growth from R&D to ROI. With a vast reach of over 220 highly targeted technology-specific digital properties and over 50 million permissioned first-party audience members, Informa TechTarget has a unique understanding of and insight into the technology market.


Underpinned by those audiences and their intent data, we offer expert-led, data-driven, and digitally enabled services that deliver significant impact and measurable outcomes to our clients.


Informa TechTarget is headquartered in Boston, MA and has offices in 19 global locations. For more information, visit informatechtarget.com and follow us on LinkedIn.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260318851481/en/
Media Contacts:

Fasiha Khan

Director, PR & Communications

Omdia by Informa TechTarget

fasiha.khan@omdia.com

Garrett Mann

Vice President, Corporate Communications

Informa TechTarget

garrett.mann@informatechtarget.com


Original: Omdia by Informa TechTarget Expands Executive Leadership to Accelerate Growth

?????(OMDIA)??????????????????2026????PC?????12%????????March 13, 2026 5:47 AM
Business Wire (???????) --
2026?????i??????PC????PC????????????????????12%??2?4500???????????????????????????????????????????????????????????????2026??1?????????60%??????????????????????????????????????????????????????????????2025??1?????????????????????????90??165???????????PC????????????????????????????????????????????????????????????????PC??????????????????????????????????????PC?10%??5320??????PC?12%??1?9220????????????

?????????????????????????????????????????????:https://www.businesswire.com/news/home/20260310422683/ja/Worldwide PC shipment estimates and forecasts 2016–2027
??????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????PC??????????????????????????????PC?????15%????????????????????????????????????????????????????????????????????????????????????????????????????????????????????


?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????·????????·?????????????????????????????????????????????????????????????????????????????????????????????????????PC????????????·??????????????????????????????????????????????


2026???500??????PC????????????28%???6210??????????????????????900???????????PC??????????????????????????????????????????????????????????????????????????IT????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????




?????????PC??????PC????(?????????????)




?????PC????:2025????2026?








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2025

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27,740






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26,401






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-4.8%








ChromeOS






19,317






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141






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278,876






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?:??????????????????????100%?????????????




??:????? ?PC Horizon Service?(???????????)?2026?3?






 







??????????·????????????·???????????????????? ?2026????????????PC????????????????????????????PC??????83%????Windows PC??????????????????????????2026???12%????????????????????????????ChromeOS????PC?????????????????????·???????????????????28%?????????????????????Apple ??MacOS????PC?????????????????????????????5%???????????????????????????????HarmonyOS????PC???????????????????Huawei?????PC????????????????????????????????10?????????????


?????(Omdia)????


??????(Omdia)???????????(TechTarget, Inc.)??????????????????????????·????????(Informa TechTarget?Nasdaq: TTGT)??????????????????????·?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????(ROI)???????????????????????????????????????


??????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????

businesswire.com????????????:https://www.businesswire.com/news/home/20260310422683/ja/
Fasiha Khan: fasiha.khan@omdia.com
Eric Thoo: eric.thoo@omdia.com


Original: ?????(OMDIA)??????????????????2026????PC?????12%????????

?????Omdia, 2025???????????????????????????????(???)????Xiaomi??2020????????March 12, 2026 11:41 PM
Business Wire (???????) --
(???????) -- ?????(Omdia)??????????2025???????????????????????????6%????2??????????Xiaomi??2020???????????????????????18%?????????????????????????????????Apple??17%????????2??HUAWEI??16%?3?????????????????????????Samsung?(9%)?Garmin?(5%)?????5??????????????????3????????3??????????????

?????????????????????????????????????????????:https://www.businesswire.com/news/home/20260227583047/ja/Global wearable band market share, by category, 2024-2025
?????(Omdia??????????????????·?????????????????????????????????????????????????????????????????????????????????3???????1%???????????????????????????????????????????????????????????????????Xiaomi????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????Apple??5G???????????????????????????????????????????????????????????????????????????????????Huawei??????????????????????????????????????????????????????????????????????????????????????


??AI?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????·???????????????????????????????????????????????????????????????????????????????????????????????????AI??????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????? ????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????


?????(Omdia)????????????????2026??????????????????????????????????????????????????????????????????????????????????????????????AI????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????Apple??Samsung??Huawei??????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????AI?????????????????????????????AI????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????AI???????????????????????????????????????????????????




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18%







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16%







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9%







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5%







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35%







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?:?????????????????????????????








Xiaom???Redmi?POCO?vivo??iQOO?OPPO??OnePlus?????????








??:??????Omdia Wearable Tech Service(?????)??2026?2???







?????????


??????(Omdia)???????????(TechTarget, Inc.)??????????????????????????·????????(Informa TechTarget?Nasdaq: TTGT)??????????????????????·?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????(ROI)???????????????????????????????????????


?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????

businesswire.com????????????:https://www.businesswire.com/news/home/20260227583047/ja/
Fasiha Khan: fasiha.khan@omdia.com

Eric Thoo: eric.thoo@omdia.com


Original: ?????Omdia, 2025???????????????????????????????(???)????Xiaomi??2020????????

?????Omdia, 2026??????????????????March 12, 2026 11:41 PM
Business Wire
~???7%????????????????????~

(???????) --
????????????????2026??????????????????????7%?????????????????????????1?????????????????????????????????????????????????????????????????????????2026?????????????????????????????????????????????????????????????????????????????????????????????????????????????(BOM)???????????????????????????????????????????????????????2025????4???????????????????????????????????????????????????????????????????????????????????????????????????????????????????

?????????????????????????????????????????????:https://www.businesswire.com/news/home/20260304843967/ja/Worldwide smartphone shipments forecast and growth, 2014 to 2026F
????????????????????????????2026??????????????????15%?????????????


????????????????????????????????????AI????????????????????????????????2026????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????2026????????????????15%??????????2022????????????12%?????????????


????????????????????·?????????????????????????????????????????????????????????????????????????????????100?????????2026????????31%??????????????????????????????????????????????????????????????????????????????????????100~399?????????????????????????????????????????????????????????????????????????????????????????????????LPDDR4X??????????????????????????????????????????????????????????????????????????????????????????????????????????????????????2026??????????????????????????????? ?


?????????????????????????????????????????????????????800???????????????????????????????????????2026???4%??????????????Apple???????????????????????????????????????????????????????????????????????Samsung????????????????????????????????????????????????????????????????????????LPDDR4X???????????????????????????????????????????????????????????????????????????


???????????????????????????????????????????????????????????????????????????????????????????????????????????????~????????(???????????)??????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????ODM??????????????????,???????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????


?????(Omdia)????


??????(Omdia)???????????(TechTarget, Inc.)??????????????????????????·????????(Informa TechTarget?Nasdaq: TTGT)??????????????????????·?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????(ROI)???????????????????????????????????????


?????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????

businesswire.com????????????:https://www.businesswire.com/news/home/20260304843967/ja/
Fasiha Khan: fasiha.khan@omdia.com


Eric Thoo: eric.thoo@omdia.com


Original: ?????Omdia, 2026??????????????????

Informa TechTarget Reports Fourth Quarter and Full Year 2025 ResultsMarch 11, 2026 4:15 PM
Business Wire
2025 Financial Results In-Line with Guidance, Underpinned by Operational Improvements

2026 Guidance Targets Growth


TechTarget, Inc. (Nasdaq: TTGT), (“Informa TechTarget” or the “Company”), a leading growth accelerator for the B2B Technology sector, today reports financial results for the fourth quarter and full-year ended December 31, 2025.


Highlights



Full-Year Financial Results Delivered to Guidance: 2025 full year GAAP revenue of $486.8 million (2024: $284.9 million; $490.4 million on a Combined Company basis(1)(2)) consistent with our guidance for a broadly flat outcome; Net loss was $1.0 billion (Net loss margin 207.1%) compared to Net loss of $116.9 million in 2024 (Net loss margin 41.0%) and Net Loss of $166.0 million (Net loss margin 33.8%) on a Combined Company(1) basis in 2024;



Full-Year Adjusted EBITDA Growth: 2025 Adjusted EBITDA(1) of $87.3 million, up 11% year-over-year on a Combined Company basis, with Adjusted EBITDA margin(1) increasing 180 basis points to 17.9% (2024: 16.1% on a Combined Company basis(1)(2));



Q4 2025 Acceleration: GAAP revenues up 15% in Q4 2025 versus Q3 2025, and up 3% year-over-year on a Combined Company(1) basis, continuing the improvement through the second half of 2025 as benefits of our Combination Plan started to take effect;



Membership and Activity Growth: Expert, original, trusted editorial content remains a vital point of differentiation and supported growth in membership and increased member activity in 2025, despite shifting patterns in search traffic, and also led to 48 prestigious industry awards recognizing the quality of our journalism;



Product Innovation: Brand2Demand portfolio streamlined with expanded reach through our combined audience dataset, enhanced buying group identification and delivery, enriched intent signals and direct integration with industry leading partner platforms in the Informa TechTarget Portal. Compelling product roadmap for 2026 as we leverage the power of AI to enhance existing and launch new offerings;



NetLine acceleration: Repositioning of NetLine to serve the cost-conscious, volume end of the demand generation market, expanding our addressable market and delivering strong growth in revenue and bookings;



Brand Strength: Intelligence & Advisory operations consolidated under the Omdia brand to create comprehensive market intelligence platform, recognized by the Institute of Influencer and Analyst Relations’ (IIAR) Analyst Firm of the Year;



Focused Go-to-Market Strategy: Increasing emphasis put on major customer accounts and high growth market segments, with dedicated sales and service teams established to deepen relationships and, improve customer satisfaction resulting in approximately 10% growth in revenue from our largest customers;



Combination: Significant progress in the Foundation Year consolidating, integrating, automating and embedding AI to improve productivity and quality, making ourselves easier to do business with and easier to work for;



2026 Guidance for Growth: In 2026, the Company is targeting a return to revenue growth and a further year-on-year increase in Adjusted EBITDA to between $95.0 million and $100.0 million.



Gary Nugent, Chief Executive Officer, Informa TechTarget, said:


“2025 was the foundation year for Informa TechTarget, with the focus on executing against our Combination Plan, laying the path ahead for durable growth. We combined and invested in our businesses, brands and teams, establishing a clear and compelling customer proposition and strengthening our market presence.”


He added: “In 2026, we are focused on delivering growth. Building upon the foundations we will leverage our scale in proprietary market and permissioned audience data and the breadth of product offerings to become an indispensable partner to the technology industry. Our AI strategy is aimed at unlocking more value from our unique data assets, personalizing audience experiences, and enhancing the effectiveness of go-to-market programs for our business and our clients. We are confident that the progress we have made coupled with the investments we continue to make will better position us for the year ahead and long-term value creation opportunities for our shareholders.”


Fourth Quarter 2025 Financial Results


Fourth quarter revenues were $140.7 million, compared to GAAP revenues of $100.4 million in 2024 and $136.9 million on a Combined Company basis for the same period in 2024, representing an increase of 3% year-over-year on a Combined Company basis.


Net losses narrowed to $9.5 million in the fourth quarter from $76.8 million in the prior quarter, compared to a net loss of $39.7 million and $83.5 million (on a Combined Company basis) for the same period in 2024. The fourth quarter outcome included a $9.9 million non-cash goodwill impairment, reflecting the reduction in the Company’s market capitalization during the quarter relative to its book value at the prior quarter-end.


Adjusted EBITDA for the fourth quarter was $41.6 million, compared to $26.5 million in the same period in 2024 on a Combined Company basis, an increase of 57% year-over-year on a Combined Company basis. The sharp increase reflected a combination of operating leverage through the quarter, cost efficiencies from our Combination Plan and certain favorable phasing of expenses. The growth in Adjusted EBITDA led to an increase in Adjusted EBITDA margin to 29.6%, compared to 19.4% for the same period in 2024 on a Combined Company basis.


The balance sheet remained strong at the end of the fourth quarter, with $40.6 million in cash and cash equivalents, and $106.7 million of the Company's $250.0 million unsecured five-year revolving credit facility utilized.


Full-Year 2025 Financial Results


Revenues for the full-year 2025 were $486.8 million compared to GAAP revenues of $284.9 million in 2024 and $490.4 million on a Combined Company basis in 2024, consistent with our guidance of “broadly flat”.


Net losses were $1.0 billion in 2025, compared to net losses of $116.9 million in 2024 and net losses of $166.0 million on a Combined Company basis in 2024. This increase in net losses was predominantly made up of a $931.5 million non-cash goodwill impairment, reflecting the reduction in the Company’s market capitalization during the year relative to book value at the prior year-end. This led to the increase in Net loss margin to 207.1% in 2025 compared to 41.0% in 2024 and 33.8% in 2024 on a Combined Company basis.


Adjusted EBITDA for the full-year 2025 totaled $87.3 million, exceeding our guidance of at least $85.0 million. This represents an increase of 11% compared to the $78.8 million delivered in 2024 on a Combined Company basis, with year-on-year growth reflecting the accelerated delivery of cost savings from our Combination Plan, which were more than double the original plan of $5.0 million and we remain confident in achieving our planned cost savings and revenue synergies by the end of 2027. Adjusted EBITDA margin advanced to 17.9% in 2025 compared to 16.1% achieved in 2024 on a Combined Company basis.


2026 Outlook


Following the substantial progress made with our Combination Plan in 2025, the priority for 2026 is to build on the foundations laid and to return to growth in 2026.


The business has scale and breadth in the market, and this gives us a real opportunity to establish ourselves as an indispensable partner to the technology industry, which should enable us to capture an increasing share of wallet from customers.


While we assume that the market demand in 2026 will be in line with 2025, we expect to return to growth in 2026. With our continued cost discipline measures and the annualization of synergies, we expect our Adjusted EBITDA to grow to a range of $95.0 million to $100.0 million, marking a further improvement in our Adjusted EBITDA margin. Q1 2026 will reflect progress on this.




1 Denotes a non-GAAP financial measure. See Non-GAAP Financial Measures below for explanations of these measures and reconciliations to comparable GAAP measures.




2 Combined Company measure represents Informa TechTarget’s performance for the three months and year ended December 31, 2024 as if the acquisition of Former TechTarget had occurred on January 1, 2023. Note that it is not necessarily indicative of the performance of Informa TechTarget that may have actually occurred had the combination been completed on January 1, 2023.







The Company’s financial outlook statements are based on current expectations. The preceding statements are forward-looking, and actual results could differ materially depending on market conditions and the factors set forth under “forward-looking statements” below. The Company has not reconciled its Adjusted EBITDA outlook to GAAP net income (loss) due to the uncertainty and variability of earnings before net interest, income taxes, depreciation and amortization, as further adjusted to exclude stock-based compensation, other income and expenses such as asset impairment and impairment related to goodwill, costs related to mergers, acquisitions or reduction in forces expenses, and foreign exchange gains or losses, if any, which are reconciling items between Adjusted EBITDA and GAAP net income (loss). Because the Company cannot reasonably predict such items, a reconciliation to forecasted GAAP net income (loss) is not available without unreasonable effort. Such items could have a significant impact on the calculation of GAAP net income (loss). For more information, see “Non-GAAP Financial Measures and Key Business Metrics” below.


Conference Call and Webcast


The Company will discuss these financial results in a conference call and webcast on Wednesday March 11, 2026 at 5:00 PM (Eastern Time) which will include brief remarks by management followed by questions and answers.


Conference Call Dial-In Information:



United States (Toll Free): 1-833-470-1428



United States: 1-646-844-6383



United Kingdom (Toll Free): +44 808 189 6484



United Kingdom: +44 20 8068 2558



Global Dial-in Numbers



Access code: 045571



Please access the call at least 10 minutes prior to the time the conference is set to begin.



Please ask to be joined into the Informa TechTarget call.



Conference Call Webcast Information:

This webcast can be accessed via Informa TechTarget’s website at:

https://investor.informatechtarget.com/


Conference Call Replay Information:

A replay of the conference call will be available via telephone beginning one (1) hour after the conference call through Friday April 10, 2026 at 11:59 p.m. EST. To hear the replay:



United States (Toll Free): 1-866-813-9403



United States: 1-929-458-6194



Access Code: 436734



About Informa TechTarget


TechTarget, Inc. (Nasdaq: TTGT), which also refers to itself as Informa TechTarget, informs, influences and connects the world’s technology buyers and sellers, helping accelerate growth from R&D to ROI.


With a vast reach of over 220 highly targeted technology-specific digital properties and approximately 57.6 million permissioned first-party audience members, Informa TechTarget has a unique understanding of and insight into the technology market.


Underpinned by those audiences and their intent data, we offer expert-led, data-driven, and digitally enabled services that deliver significant impact and measurable outcomes to our clients.


Informa TechTarget is headquartered in Boston, MA and has offices in 19 global locations. For more information, visit informatechtarget.com and follow us on LinkedIn.


© 2026 TechTarget, Inc. d/b/a Informa TechTarget. All rights reserved. All trademarks are the property of their respective owners.


Non-GAAP Financial Measures and Key Business Metrics


This release and the accompanying tables include a discussion of Adjusted EBITDA, Adjusted EBITDA Margin, Combined Company Revenue, Combined Company Net Loss, Combined Company Net Loss Margin, Combined Company Adjusted EBITDA, Combined Company Adjusted EBITDA Margin, Free Cash Flow, Adjusted Free Cash Flow and Net Debt, all of which are non-GAAP financial measures which are provided as a complement to results provided in accordance with GAAP.


“Adjusted EBITDA” means earnings before net interest, income taxes, depreciation and amortization, as further adjusted to exclude stock-based compensation, other income and expenses such as asset impairment and impairment related to goodwill, costs related to mergers, acquisitions or reduction in forces expenses, and foreign exchange gains or losses, if any. As of the second quarter 2025, we have revised our Adjusted EBITDA calculation to exclude the effects of foreign exchange gains and losses, if any, and we have recast comparative prior period amounts accordingly.


“Adjusted EBITDA Margin” means Adjusted EBITDA divided by Revenue.


“Adjusted Free Cash Flow” means the change in net cash provided by (used in) operating activities less capital expenditures, further adjusted to add back restructuring costs (not including stock based compensation costs), costs related to acquisitions of businesses, net of cash required, and expenses related to acquisition and integration costs.


“Combined Company Revenue” means revenue calculated as if the acquisition of Former TechTarget occurred on January 1, 2023. See Footnote 5 of the Company’s Form 10-K for December 31, 2025 for additional information related to our presentation of unaudited supplemental Combined Company financial information.


“Combined Company Net Loss” means net income/loss calculated as if the acquisition of Former TechTarget had occurred on January 1, 2023. See Footnote 5 of the Company’s Form 10-K for December 31, 2025 for additional information related to our presentation of unaudited supplemental Combined Company financial information.


“Combined Company Net Loss Margin” means Combined Company Net Loss divided by Combined Company Revenue.


“Combined Company Adjusted EBITDA” means earnings before net interest, income taxes, depreciation and amortization, as further adjusted to exclude stock-based compensation, other income and expenses such as asset impairment and impairment related to goodwill, and costs related to mergers, acquisitions or reduction in forces expenses, if any. See Footnote 5 of the Company’s Form 10-K for December 31, 2025 for additional information related to our presentation of unaudited supplemental Combined Company financial information. The items included in the calculation assume the acquisition of Former TechTarget had occurred on January 1, 2024.


“Combined Company Adjusted EBITDA Margin” means Combined Company Adjusted EBITDA divided by Combined Company Revenue.


“Free Cash Flow” means the change in net cash provided by (used in) operating activities less capital expenditures.


“Net Debt” at a period end means cash, cash equivalents and short-term investments less financial debt obligations including related party revolving lines of credit.


These non-GAAP measures should be considered in addition to results prepared in accordance with GAAP, but should not be considered a substitute for, or superior to, GAAP results. In addition, our definitions of Adjusted EBITDA, Adjusted EBITDA margin, Combined Company Revenue, Combined Company Net Loss, Combined Company Net Loss Margin, Combined Company Adjusted EBITDA, Combined Company Adjusted EBITDA Margin, Free Cash Flow, Adjusted Free Cash Flow and Net Debt, may not be comparable to the definitions as reported by other companies. We believe that these measures provide relevant and useful information to enable us and investors to compare our operating performance, and financial position in the case of net debt, using an additional measurement. We use these measures in our internal management reporting and planning process as primary measures to evaluate the operating performance of our business, as well as potential acquisitions.


Combined Company measures are provided to assist our investors in further comparing our performance as if the acquisition of Former TechTarget occurred on January 1, 2023. The components of Adjusted EBITDA and Combined Company Adjusted EBITDA include the key revenue and expense items for which our operating managers are responsible and upon which we evaluate their performance. Adjusted EBITDA is also used in presentations to our Board of Directors. Furthermore, we intend to provide these non-GAAP financial measures as part of our future earnings discussions and, therefore, the inclusion of these non-GAAP financial measures will provide consistency in our financial reporting. A reconciliation of these non-GAAP measures to GAAP is provided in the accompanying tables, except that full reconciliations of certain forward-looking non-GAAP measures are not provided because the Company is unable to provide such reconciliations without unreasonable effort due to the uncertainty and inherent difficulty of predicting the occurrence and financial impact of certain significant items. These items include, but are not limited to, acquisition and integration costs, amortization of intangible assets, restructuring and other expenses, asset impairment, and the income tax effect of these items. These items are uncertain, depend on various factors, including, but not limited to, our recent acquisition of Former TechTarget and could have a material impact on GAAP reported results for the relevant period.


Cautionary Note Regarding Forward-Looking Statements


This press release contains “forward-looking statements”. All statements, other than historical facts, are forward-looking statements, including: statements regarding the expected benefits of the transactions consummated on December 2, 2024 (the “Closing Date”) pursuant to the Agreement and Plan of Merger, dated as of January 10, 2024, among TechTarget Holdings Inc. (formerly known as TechTarget, Inc. (“Former TechTarget”)), Informa TechTarget, Toro Acquisition Sub, LLC, Informa PLC, Informa US Holdings Limited, and Informa Intrepid Holdings Inc. (the “Transactions”), such as improved operations, enhanced revenues and cash flow, synergies, growth potential, market profile, business plans, expanded portfolio and financial strength; the competitive ability and position of Informa TechTarget; legal, economic, and regulatory conditions; our future business strategy, plans, market growth and our objectives for future operations; our future results of operations and financial position and guidance for 2026; and any assumptions underlying any of the foregoing. Forward-looking statements concern future circumstances and results and other statements that are not historical facts and are sometimes identified by the words “may,” “will,” “should,” “potential,” “intend,” “expect,” “endeavor,” “seek,” “anticipate,” “estimate,” “overestimate,” “underestimate,” “believe,” “plan,” “could,” “would,” “project,” “predict,” “continue,” “target,” or the negatives of these words or other similar terms or expressions that concern Informa TechTarget’s expectations, strategy, priorities, plans, or intentions. Forward-looking statements are based upon current plans, estimates, and expectations that are subject to risks, uncertainties, and assumptions. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those indicated or anticipated by such forward-looking statements. We can give no assurance that such plans, estimates, or expectations will be achieved, and therefore, actual results may differ materially from any plans, estimates, or expectations in such forward-looking statements.


Important factors that could cause actual results to differ materially from such plans, estimates, or expectations include, among others: unexpected costs, charges, or expenses resulting from the Transactions; uncertainty regarding the expected financial performance of Informa TechTarget; failure to realize the anticipated benefits of the Transactions, including as a result of integrating the Informa Tech Digital Businesses with the business of Former TechTarget; the ability of Informa TechTarget to implement its business strategy; difficulties and delays in Informa TechTarget achieving revenue and cost synergies; evolving legal, regulatory, and tax regimes; changes in economic, financial, political, and regulatory conditions, in the United States and elsewhere, and other factors that contribute to uncertainty and volatility, natural and man-made disasters, civil unrest, pandemics, geopolitical uncertainty and conflicts, and conditions that may result from legislative, regulatory, trade, and policy changes associated with the current or subsequent U.S. administrations; Informa TechTarget’s ability to meet expectations regarding the accounting and tax treatments of the Transactions; market acceptance of Informa TechTarget’s products and services; the impact of pandemics and future health epidemics and any related economic downturns on Informa TechTarget and the markets in which it and its customers operate; changes in economic or regulatory conditions or other trends affecting the internet, internet advertising and information technology industries; data privacy and artificial intelligence laws, rules, and regulations; the impact of foreign currency exchange rates; certain macroeconomic factors facing the global economy, including instability in the banking sector, disruptions in the capital markets, economic sanctions and economic slowdowns or recessions, tariffs and trade disputes, rising inflation and interest rate fluctuations on the operating results of Informa TechTarget; and other matters included in Risk Factors of Informa TechTarget’s Form 10-K for fiscal year 2024 (filed with the United States Securities and Exchange Commission (the “SEC”) on May 28, 2025) and other documents filed by Informa TechTarget from time to time with the SEC. This summary of risks and uncertainties should not be considered to be a complete statement of all potential risks and uncertainties that may affect Informa TechTarget. Other factors may affect the accuracy and reliability of forward-looking statements. We caution you not to place undue reliance on any of these forward-looking statements as they are not guarantees of future performance or outcomes. Actual performance and outcomes, including, without limitation, Informa TechTarget’s actual results of operations, financial condition and liquidity, may differ materially from those made in or suggested by the forward-looking statements contained in this press release.


Any forward-looking statements speak only as of the date of this press release. None of Informa TechTarget, its affiliates, advisors or representatives, undertake any obligation to update any forward-looking statements, whether as a result of new information or developments, future events, or otherwise, except as required by law. Readers are cautioned not to place undue reliance on any of these forward-looking statements.




TechTarget, Inc.




Consolidated Balance Sheets




(in thousands, except share and per share data)










 




 






As of December 31,






 








 






 






2025






 






 






2024






 








 






 






 






 






 






 






 








Assets






 






 






 






 






 






 








Current assets:






 






 






 






 






 






 








Cash and cash equivalents






 






$






40,626






 






 






$






275,983






 








Short-term investments






 






 






—






 






 






 






77,705






 








Accounts receivable, net of allowance for credit losses of $1,168 and $907 respectively






 






 






83,819






 






 






 






79,039






 








Related party receivables






 






 






4,019






 






 






 






2,900






 








Prepaid taxes






 






 






11,329






 






 






 






6,443






 








Prepaid expenses and other current assets






 






 






15,592






 






 






 






13,547






 








Total current assets






 






 






155,385






 






 






 






455,617






 








Non-current assets:






 






 






 






 






 






 








Property and equipment, net






 






 






2,299






 






 






 






4,621






 








Goodwill






 






 






45,550






 






 






 






973,398






 








Intangible assets, net






 






 






725,525






 






 






 






808,732






 








Operating lease right-of-use assets






 






 






3,178






 






 






 






15,907






 








Deferred tax assets






 






 






3,360






 






 






 






5,097






 








Other non-current assets






 






 






2,011






 






 






 






3,115






 








Total non-current assets






 






 






781,923






 






 






 






1,810,870






 








Total assets






 






$






937,308






 






 






$






2,266,487






 








Liabilities and Stockholders’ Equity






 






 






 






 






 






 








Current liabilities:






 






 






 






 






 






 








Accounts payable






 






$






21,160






 






 






$






10,639






 








Related party payables






 






 






5,671






 






 






 






4,795






 








Contract liabilities






 






 






50,526






 






 






 






44,825






 








Operating lease liabilities






 






 






3,112






 






 






 






5,186






 








Accrued expenses and other current liabilities






 






 






22,572






 






 






 






29,328






 








Accrued compensation expenses






 






 






19,037






 






 






 






18,093






 








Income taxes payable






 






 






4,349






 






 






 






6,701






 








Convertible debt






 






 






—






 






 






 






415,690






 








Contingent consideration






 






 






190






 






 






 






—






 








Total current liabilities






 






 






126,617






 






 






 






535,257






 








Non-current liabilities:






 






 






 






 






 






 








Operating lease liabilities






 






 






1,426






 






 






 






15,107






 








Other liabilities






 






 






6,008






 






 






 






4,913






 








Deferred tax liabilities






 






 






100,664






 






 






 






139,356






 








Related party long-term debt






 






 






106,714






 






 






 






—






 








Contingent consideration






 






 






1,260






 






 






 






—






 








Total non-current liabilities






 






 






216,072






 






 






 






159,376






 








Total liabilities






 






$






342,689






 






 






$






694,633






 








Stockholders’ equity:






 






 






 






 






 






 








Common stock, $0.001 par value; 250,000,000 shares authorized; 72,308,235 shares issued and 72,291,454 shares outstanding at December 31, 2025; 71,460,169 shares issued and outstanding at December 31, 2024






 






 






72






 






 






 






71






 








Treasury stock, at cost, 16,781 and 0 shares at December 31, 2025 and December 31, 2024, respectively






 






 






(689






)






 






 






—






 








Additional paid-in capital






 






 






1,647,840






 






 






 






1,626,785






 








Accumulated deficit






 






 






(1,084,243






)






 






 






(75,937






)








Accumulated other comprehensive income






 






 






31,639






 






 






 






20,935






 








Total stockholders’ equity






 






 






594,619






 






 






 






1,571,854






 








Total liabilities and stockholders’ equity






 






$






937,308






 






 






$






2,266,487






 









TechTarget, Inc.




Consolidated Statements of Income (Loss)




(in thousands, except per share data)










 



 






 






For the Years Ended December 31,






 








 






 






 






 






 






 






 






 






Combined






 








 






 






2025






 






 






2024






 






 






2024






 








Revenues






 






$






486,791






 






 






$






284,897






 






 






$






490,391






 








Cost of revenues






 






 






(193,529






)






 






 






(107,256






)






 






 






(201,236






)








Gross profit






 






 






293,262






 






 






 






177,641






 






 






 






289,155






 








Operating expenses:






 






 






 






 






 






 






 






 






 








Selling and marketing






 






 






139,323






 






 






 






62,593






 






 






 






155,018






 








General and administrative






 






 






83,086






 






 






 






79,029






 






 






 






111,981






 








Product development






 






 






10,837






 






 






 






11,420






 






 






 






22,253






 








Depreciation






 






 






2,379






 






 






 






1,614






 






 






 






2,661






 








Amortization, excluding amortization of $12,802, $592, $20,459 included in cost of revenues






 






 






89,845






 






 






 






48,018






 






 






 






82,811






 








Impairment of goodwill






 






 






931,500






 






 






 






66,235






 






 






 






66,235






 








Impairment of long-lived assets






 






 






—






 






 






 






2,019






 






 






 






2,019






 








Restructuring costs






 






 






14,655






 






 






 






—






 






 






 






—






 








Acquisition and integration costs






 






 






46,564






 






 






 






48,258






 






 






 






8,523






 








Transaction and related expenses






 






 






—






 






 






 






—






 






 






 






33,664






 








Remeasurement of contingent consideration






 






 






925






 






 






 






(22,436






)






 






 






(22,436






)








Total operating expenses






 






 






1,319,114






 






 






 






296,750






 






 






 






462,729






 








Operating loss






 






 






(1,025,852






)






 






 






(119,109






)






 






 






(173,574






)








Related party interest expense






 






 






(9,280






)






 






 






(17,740






)






 






 






(17,740






)








Interest income






 






 






936






 






 






 






4,138






 






 






 






18,027






 








Other income (expense), net






 






 






(7,533






)






 






 






3,313






 






 






 






1,090






 








Loss before income tax benefit






 






 






(1,041,729






)






 






 






(129,398






)






 






 






(172,197






)








Income tax benefit






 






 






33,423






 






 






 






12,535






 






 






 






6,200






 








Net loss






 






$






(1,008,306






)






 






$






(116,863






)






 






$






(165,997






)









TechTarget, Inc.




Selected Consolidated Statements of Cash Flows




(in thousands)










 



 






 






For the Years Ended December 31,






 








 






 






2025






 






 






2024






 








 






 






 






 






 






 






 








Operating activities:






 






 






 






 






 






 








Net loss






 






$






(1,008,306






)






 






$






(116,863






)








Adjustments to reconcile net income to net cash provided by (used in) operating activities:






 






 






 






 






 






 








Depreciation






 






 






2,379






 






 






 






1,614






 








Amortization






 






 






102,647






 






 






 






48,610






 








Allowance for credit losses






 






 






823






 






 






 






996






 








Operating lease expense






 






 






4,852






 






 






 






2,165






 








Stock-based compensation






 






 






19,132






 






 






 






2,395






 








Fair value adjustment to debt






 






 






1,323






 






 






 






2,120






 








Other






 






 






(688






)






 






 






(90






)








Deferred tax provision






 






 






(41,129






)






 






 






(16,306






)








Impairment of long-lived assets






 






 






—






 






 






 






2,019






 








Impairment of goodwill






 






 






931,500






 






 






 






66,235






 








Loss on disposal of intangible assets






 






 






—






 






 






 






(135






)








Gain on disposal of property, plant and equipment






 






 






373






 






 






 






28






 








Gain on subsequent remeasurement of lease






 






 






866






 






 






 






—






 








Contingent consideration settlement






 






 






—






 






 






 






(1,020






)








Remeasurement of contingent consideration






 






 






925






 






 






 






(22,436






)








Net foreign exchange (gain)/loss






 






 






8,162






 






 






 






(5,235






)








Changes in operating assets and liabilities (net of the impact of acquisitions):






 






 






 






 






 






 








Accounts receivable






 






 






(3,700






)






 






 






(2,817






)








Prepaid expenses and other current and non-current assets






 






 






(5,747






)






 






 






(6,576






)








Related party receivables






 






 






(1,175






)






 






 






336






 








Accounts payable






 






 






10,240






 






 






 






(2,648






)








Income taxes payable






 






 






3,798






 






 






 






7,949






 








Accrued expenses and other current liabilities






 






 






(7,469






)






 






 






4,760






 








Accrued compensation expenses






 






 






503






 






 






 






2,100






 








Operating lease assets and liabilities with right of use






 






 






(8,735






)






 






 






(3,183






)








Contract liabilities






 






 






4,472






 






 






 






1,529






 








Other liabilities






 






 






950






 






 






 






(1,400






)








Related party payables






 






 






341






 






 






 






(29,001






)








Net cash provided by (used in) operating activities






 






 






16,337






 






 






 






(64,854






)








Investing activities:






 






 






 






 






 






 








Purchases of property and equipment, and other capitalized assets






 






 






(387






)






 






 






(420






)








Purchases of intangible assets






 






 






(16,637






)






 






 






(6,339






)








Purchase of investments






 






 






(291






)






 






 






(289






)








Sale of investments






 






 






76,795






 






 






 






—






 








Acquisition of businesses, net of acquired cash






 






 






(1,350






)






 






 






(72,315






)








Net cash provided by (used in) investing activities






 






 






58,130






 






 






 






(79,363






)








Financing activities:






 






 






 






 






 






 








Cash pool arrangements with Parent






 






 






—






 






 






 






23,950






 








Contingent consideration settlement






 






 






—






 






 






 






(3,980






)








Proceeds from related party long term debt






 






 






135,000






 






 






 






—






 








Repayment of related party long term debt






 






 






(28,286






)






 






 






—






 








Repayment of loans






 






 






—






 






 






 






(213






)








Capital contribution from Parent






 






 






—






 






 






 






351,574






 








Net transfers from Parent






 






 






—






 






 






 






38,302






 








Repayment of convertible notes






 






 






(417,033






)






 






 






—






 








Shares repurchased for tax withholdings on vesting of restricted stock awards






 






 






(689






)






 






 






—






 








Net cash provided by (used in) financing activities






 






 






(311,008






)






 






 






409,633






 








Effect of exchange rate changes on cash and cash equivalents






 






 






1,184






 






 






 






(222






)








Net (decrease) increase in cash and cash equivalents






 






 






(235,357






)






 






 






265,194






 








Cash and cash equivalents at beginning of year






 






 






275,983






 






 






 






10,789






 








Cash and cash equivalents at end of year






 






$






40,626






 






 






$






275,983






 









TechTarget, Inc.




Reconciliation of Net Loss to Adjusted EBITDA and Net Loss Margin to Adjusted EBITDA Margin




($ in thousands)













 



 






 






For The Three Months Ended

December 31,






 






 






For The Years Ended

December 31,






 








 






 






2025






 






 






2024






 






 






2024






 






 






2025






 






 






2024






 






 






2024






 








 






 






 






 






 






 






 






 






Combined






 






 






 






 






 






 






 






 






Combined






 








Revenues






 






$






140,675






 






 






$






100,398






 






 






$






136,870






 






 






$






486,791






 






 






$






284,897






 






 






$






490,391






 








Net loss






 






$






(9,478






)






 






$






(39,721






)






 






$






(83,502






)






 






$






(1,008,306






)






 






$






(116,863






)






 






$






(165,997






)








Interest (income) expense, net






 






 






2,326






 






 






 






(1,224






)






 






 






(2,947






)






 






 






8,641






 






 






 






13,602






 






 






 






2,012






 








Provision (benefit) for income taxes






 






 






(7,260






)






 






 






(2,237






)






 






 






(2,628






)






 






 






(33,423






)






 






 






(12,535






)






 






 






(6,200






)








Depreciation






 






 






787






 






 






 






441






 






 






 






658






 






 






 






2,379






 






 






 






1,614






 






 






 






2,661






 








Amortization






 






 






25,276






 






 






 






15,169






 






 






 






28,834






 






 






 






102,647






 






 






 






48,610






 






 






 






103,270






 








EBITDA






 






$






11,651






 






 






$






(27,572






)






 






$






(59,585






)






 






$






(928,062






)






 






$






(65,572






)






 






$






(64,254






)








Stock-based compensation






 






 






3,082






 






 






 






1,516






 






 






 






25,045






 






 






 






14,503






 






 






 






2,395






 






 






 






58,472






 








Other (income) expense, net






 






 






(393






)






 






 






(4,674






)






 






 






(4,659






)






 






 






7,236






 






 






 






(3,313






)






 






 






(3,389






)








Impairment of goodwill






 






 






9,900






 






 






 






66,235






 






 






 






66,235






 






 






 






931,500






 






 






 






66,235






 






 






 






66,235






 








Impairment of long-lived assets






 






 






—






 






 






 






—






 






 






 






—






 






 






 






—






 






 






 






2,019






 






 






 






2,019






 








Restructuring Costs






 






 






2,243






 






 






 






—






 






 






 






—






 






 






 






14,655






 






 






 






—






 






 






 






—






 








Acquisition and integration costs






 






 






14,221






 






 






 






10,016






 






 






 






24,193






 






 






 






46,564






 






 






 






48,258






 






 






 






42,187






 








Remeasurement of contingent consideration






 






 






925






 






 






 






(24,700






)






 






 






(24,700






)






 






 






925






 






 






 






(22,436






)






 






 






(22,436






)








Adjusted EBITDA






 






$






41,629






 






 






$






20,821






 






 






$






26,529






 






 






$






87,321






 






 






$






27,586






 






 






$






78,834






 








Net loss margin






 






 






(6.7






)%






 






 






(39.6






)%






 






 






(61.0






)%






 






 






(207.1






)%






 






 






(41.0






)%






 






 






(33.8






)%








Adjusted EBITDA margin






 






 






29.6






%






 






 






20.7






%






 






 






19.4






%






 






 






17.9






%






 






 






9.7






%






 






 






16.1






%









TechTarget, Inc.




Reconciliation of Net cash provided by (used in) operating activities to Free Cash Flow and Adjusted Free Cash Flow




($ in thousands)










 



 






 






For the Years Ended December 31,






 








 






 






2025






 






 






2024






 








 






 






 






 






 






 






 








Net cash provided by (used in) operating activities






 






$






16,337






 






 






$






(64,854






)








Purchases of property and equipment, and other capitalized assets






 






 






(387






)






 






 






(420






)








Purchases of intangible assets






 






 






(16,637






)






 






 






(6,339






)








Free Cash Flow






 






 






(687






)






 






 






(71,613






)








Restructuring costs






 






 






7,107






 






 






 






—






 








Acquisition and integration costs






 






 






46,564






 






 






 






48,258






 








Acquisitions of business, net of acquired cash






 






 






1,350






 






 






 






72,315






 








Adjusted Free Cash Flow






 






$






54,334






 






 






$






48,960






 









TechTarget Inc.




Reconciliation of Combined Company Revenue and Net Loss




For the three months ended December 31, 2024




($ in thousands)













 



 






 






Historical






 






 






Combined Company






 








 






 






Informa Tech Digital Business (Note a)






 






 






Former TechTarget (Note b)






 






 






Transaction Accounting Adjustments






 






 






Note






 






Combined Company






 








Revenues






 






$






100,398






 






 






$






36,472






 






 






$






—






 






 






 






 






$






136,870






 








Cost of revenues:






 






 






 






 






 






 






 






 






 






 






 






 






 






 








Cost of revenues






 






 






(32,583






)






 






 






(17,039






)






 






 






973






 






 






(c)






 






 






(48,649






)








Amortization of acquired technology






 






 






(189






)






 






 






(477






)






 






 






(4,489






)






 






(d)






 






 






(5,155






)








Gross profit






 






 






67,626






 






 






 






18,956






 






 






 






(3,516






)






 






 






 






 






83,066






 








Operating expenses:






 






 






 






 






 






 






 






 






 






 






 






 






 






 








Selling and marketing






 






 






20,497






 






 






 






23,945






 






 






 






7






 






 






(e)






 






 






44,449






 








General and administrative






 






 






25,092






 






 






 






11,752






 






 






 






35






 






 






(f)






 






 






36,879






 








Product development






 






 






2,921






 






 






 






2,488






 






 






 






—






 






 






 






 






 






5,409






 








Depreciation






 






 






441






 






 






 






217






 






 






 






—






 






 






 






 






 






658






 








Amortization






 






 






14,980






 






 






 






2,373






 






 






 






6,326






 






 






(g)






 






 






23,679






 








Impairment of goodwill






 






 






66,235






 






 






 






—






 






 






 






—






 






 






 






 






 






66,235






 








Acquisition and integration costs






 






 






10,016






 






 






 






—






 






 






 






(8,247






)






 






(h)






 






 






1,769






 








Transaction and related expenses






 






 






—






 






 






 






22,424






 






 






 






—






 






 






 






 






 






22,424






 








Remeasurement of contingent consideration






 






 






(24,700






)






 






 






—






 






 






 






—






 






 






 






 






 






(24,700






)








Total operating expenses






 






 






115,482






 






 






 






63,199






 






 






 






(1,879






)






 






 






 






 






176,802






 








Operating loss






 






 






(47,856






)






 






 






(44,243






)






 






 






(1,637






)






 






 






 






 






(93,736






)








Interest expense






 






 






(274






)






 






 






(369






)






 






 






—






 






 






 






 






 






(643






)








Interest income






 






 






800






 






 






 






2,366






 






 






 






—






 






 






 






 






 






3,166






 








Other income (expense), net






 






 






4,947






 






 






 






(288






)






 






 






—






 






 






 






 






 






4,659






 








Related party interest income






 






 






424






 






 






 






—






 






 






 






—






 






 






 






 






 






424






 








Loss before provision for income taxes






 






 






(41,959






)






 






 






(42,534






)






 






 






(1,637






)






 






 






 






 






(86,130






)








Income tax benefit (provision)






 






 






2,238






 






 






 






(2






)






 






 






392






 






 






(i)






 






 






2,628






 








Net loss






 






$






(39,721






)






 






$






(42,536






)






 






$






(1,245






)






 






 






 






$






(83,502






)









(a)






 






Represents the unaudited condensed statement of income of the Informa Tech Digital Business for the three months ended December 31, 2024.








(b)






 






Represents the unaudited condensed consolidated statement of income of Former TechTarget for the three months ended December 31, 2024.








(c)






 






Represents adjustments to cost of revenues associated with the elimination of TechTarget’s historical lease expense, amortization related to existing computer software, internal-use software, and website development costs, and the recognition of the estimated lease expense based on remeasured lease liabilities and ROU assets.








(d)






 






Represents the elimination of Former TechTarget’s historical amortization of acquired technology of $477 thousand and recognition of new amortization expense of $4,966 thousand resulting from intangible assets identified as part of the purchase price allocation.








(e)






 






Represents adjustments to selling and marketing expenses associated with the elimination of Former TechTarget’s lease expense, and the recognition of the estimated lease expense based on remeasured lease liabilities and ROU assets.








(f)






 






Represents adjustments to general and administrative expenses associated with the elimination of Former TechTarget’s historical lease expense, and the recognition of the estimated lease expense based on remeasured lease liabilities and ROU assets.








(g)






 






Represents the elimination of Former TechTarget’s historical amortization of intangible assets of $2,373 thousand and recognition of new amortization expense of $8,699 thousand resulting from intangible assets identified as part of the purchase price allocation.








(h)






 






Represents the elimination of acquisition costs of $8,247 thousand incurred by the Informa Tech Digital Business for the three months ended December 31, 2024.








(i)






 






Represents the income tax effect of the pro forma adjustments presented. The pro forma income tax adjustments were estimated using a combined U.S. federal and statutory tax rate of 24.0% applied to all adjustments.









TechTarget Inc.




Reconciliation of Combined Company Revenue and Net Loss




For the year ended December 31, 2024




($ in thousands)













 



 






 






Historical






 






 






Combined Company






 








 






 






Informa Tech Digital Business (Note a)






 






 






Former TechTarget (Note b)






 






 






Transaction Accounting Adjustments






 






 






Note






 






Combined Company






 








Revenues






 






$






284,897






 






 






$






205,494






 






 






$






—






 






 






 






 






$






490,391






 








Cost of revenues:






 






 






 






 






 






 






 






 






 






 






 






 






 






 








Cost of revenues






 






 






(106,664






)






 






 






(78,909






)






 






 






4,796






 






 






(c)






 






 






(180,777






)








Amortization of acquired technology






 






 






(592






)






 






 






(2,605






)






 






 






(17,262






)






 






(d)






 






 






(20,459






)








Gross profit






 






 






177,641






 






 






 






123,980






 






 






 






(12,466






)






 






 






 






 






289,155






 








Operating expenses:






 






 






 






 






 






 






 






 






 






 






 






 






 






 








Selling and marketing






 






 






62,593






 






 






 






92,365






 






 






 






60






 






 






(e)






 






 






155,018






 








General and administrative






 






 






79,029






 






 






 






32,679






 






 






 






273






 






 






(f)






 






 






111,981






 








Product development






 






 






11,420






 






 






 






10,833






 






 






 






—






 






 






 






 






 






22,253






 








Depreciation






 






 






1,614






 






 






 






1,047






 






 






 






—






 






 






 






 






 






2,661






 








Amortization






 






 






48,018






 






 






 






12,982






 






 






 






21,811






 






 






(g)






 






 






82,811






 








Impairment of goodwill






 






 






66,235






 






 






 






—






 






 






 






—






 






 






 






 






 






66,235






 








Impairment of long-lived assets






 






 






2,019






 






 






 






—






 






 






 






—






 






 






 






 






 






2,019






 








Acquisition and integration costs






 






 






48,258






 






 






 






—






 






 






 






(39,735






)






 






(h)






 






 






8,523






 








Transaction and related expenses






 






 






—






 






 






 






33,664






 






 






 






—






 






 






 






 






 






33,664






 








Remeasurement of contingent consideration






 






 






(22,436






)






 






 






—






 






 






 






—






 






 






 






 






 






(22,436






)








Total operating expenses






 






 






296,750






 






 






 






183,570






 






 






 






(17,591






)






 






 






 






 






462,729






 








Operating loss






 






 






(119,109






)






 






 






(59,590






)






 






 






5,125






 






 






 






 






 






(173,574






)








Interest expense






 






 






(274






)






 






 






(2,025






)






 






 






—






 






 






 






 






 






(2,299






)








Interest income






 






 






4,138






 






 






 






13,889






 






 






 






—






 






 






 






 






 






18,027






 








Other income (expense), net






 






 






3,586






 






 






 






(197






)






 






 






—






 






 






 






 






 






3,389






 








Related party interest expense






 






 






(17,740






)






 






 






—






 






 






 






—






 






 






 






 






 






(17,740






)








Loss before provision for income taxes






 






 






(129,399






)






 






 






(47,923






)






 






 






5,125






 






 






 






 






 






(172,197






)








Income tax benefit (provision)






 






 






12,536






 






 






 






(5,106






)






 






 






(1,230






)






 






(i)






 






 






6,200






 








Net loss






 






$






(116,863






)






 






$






(53,029






)






 






$






3,895






 






 






 






 






$






(165,997






)









(a)






 






Represents the condensed statement of income of the Informa Tech Digital Business for the year ended December 31, 2024.








(b)






 






Represents the unaudited condensed consolidated statement of operations of Former TechTarget for the year ended December 31, 2024.








(c)






 






Represents adjustments to cost of revenues associated with the elimination of TechTarget’s historical lease expense, amortization related to existing computer software, internal-use software, and website development costs, and the recognition of the estimated lease expense based on remeasured lease liabilities and ROU assets.








(d)






 






Represents the elimination of Former TechTarget’s historical amortization of acquired technology of $2,605 thousand and recognition of new amortization expense of $19,867 thousand resulting from intangible assets identified as part of the purchase price allocation.








(e)






 






Represents adjustments to selling and marketing expenses associated with the elimination of Former TechTarget’s lease expense, and the recognition of the estimated lease expense based on remeasured lease liabilities and ROU assets.








(f)






 






Represents adjustments to general and administrative expenses associated with the elimination of Former TechTarget’s historical lease expense, and the recognition of the estimated lease expense based on remeasured lease liabilities and ROU assets.








(g)






 






Represents the elimination of Former TechTarget’s historical amortization of intangible assets of $12,982 thousand and recognition of new amortization expense of $34,793 thousand resulting from intangible assets identified as part of the purchase price allocation.








(h)






 






Represents the elimination of acquisition costs of $39,735 thousand incurred by the Informa Tech Digital Business for the year ended December 31, 2024.








(i)






 






Represents the income tax effect of the pro forma adjustments presented. The pro forma income tax adjustments were estimated using a combined U.S. federal and statutory tax rate of 24.0% applied to all adjustments.







 

View source version on businesswire.com: https://www.businesswire.com/news/home/20260311640454/en/
Dan Noreck, Chief Financial Officer +1 617 431 9200

Garrett Mann, Corporate Communications +1 617 431 9371


Original: Informa TechTarget Reports Fourth Quarter and Full Year 2025 Results